+1,564.1%
PLD vs HBM
+613.3%
+950.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -2.4% | -6.4% | +4.0% | -1.4% |
| 30D | -2.4% | +5.9% | -8.3% | -3.5% |
| 3M | -3.8% | -8.9% | +5.1% | -3.4% |
| 6M | 0.0% | +10.7% | -10.6% | -3.5% |
| YTD | +9.2% | +38.3% | -29.0% | +0.9% |
| 1Y | +25.9% | +121.3% | -95.4% | +6.8% |
| 3Y | +21.3% | +450.6% | -429.3% | -14.5% |
| 5Y | +14.1% | +338.0% | -323.9% | -20.4% |
| 10Y | +237.9% | +578.6% | -340.7% | +79.3% |
| All | +1,564.1% | +613.3% | +950.8% | +416.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HBM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling