+7.0%
PLD vs HCA
+7.0%
+0.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.1% |
| 7D | +1.3% | +0.8% | +0.5% | +1.2% |
| 30D | -1.4% | +6.1% | -7.5% | -2.3% |
| 3M | -8.2% | +21.4% | -29.6% | -10.6% |
| 6M | -8.0% | +17.2% | -25.2% | -10.8% |
| YTD | +3.2% | +7.5% | -4.3% | 0.0% |
| 1Y | +7.0% | +6.2% | +0.9% | +3.9% |
| All | +7.0% | +7.0% | +0.1% | +3.9% |
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