+24.4%
PLD vs HCA
+51.3%
-26.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.6% | +1.0% |
| 7D | -0.9% | -2.8% | +1.9% | -0.1% |
| 30D | -1.2% | -2.7% | +1.5% | -0.5% |
| 3M | -2.3% | +11.5% | -13.8% | -5.5% |
| 6M | +4.5% | -24.3% | +28.8% | +12.2% |
| YTD | +10.1% | -13.6% | +23.7% | +13.1% |
| 1Y | +25.9% | -3.2% | +29.1% | +23.9% |
| 3Y | +24.4% | +50.4% | -26.0% | -4.1% |
| All | +24.4% | +51.3% | -26.9% | -4.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling