+25.0%
PLD vs HCA
+2.1%
+22.9%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.8% | +2.9% | -5.8% | -3.3% |
| 30D | -3.6% | +2.4% | -6.0% | -4.0% |
| 3M | -7.1% | +13.0% | -20.2% | -9.0% |
| 6M | +0.2% | -21.4% | +21.6% | +2.4% |
| YTD | +6.9% | -9.5% | +16.4% | +6.5% |
| 1Y | +25.0% | +7.5% | +17.5% | +15.6% |
| All | +25.0% | +2.1% | +22.9% | +15.6% |
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