+9.3%
PLD vs HCA
+11.2%
-1.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +10.3% | -8.6% | +0.3% |
| 7D | +4.9% | +10.2% | -5.3% | +3.4% |
| 30D | +2.6% | +17.4% | -14.9% | +0.3% |
| 3M | -4.8% | +27.7% | -32.5% | -8.0% |
| 6M | -3.9% | +20.0% | -23.9% | -7.1% |
| YTD | +5.3% | +10.0% | -4.7% | +1.9% |
| 1Y | +9.3% | +9.0% | +0.2% | +5.3% |
| All | +9.3% | +11.2% | -1.9% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HCA.
Daily Out/Under-Performance
Portfolio return minus HCA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HCA 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 1y: compounded portfolio wealth divided by compounded HCA 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…
1y analysis · Full analysis span regression · 6 months rolling