+500.9%
PLD vs HCA
+2,088.8%
-1,587.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -1.0% | -0.9% | -0.1% | -0.7% |
| 30D | -1.8% | +10.3% | -12.2% | -5.0% |
| 3M | -6.0% | +23.2% | -29.3% | -12.2% |
| 6M | -8.4% | +19.1% | -27.5% | -13.9% |
| YTD | +4.2% | +9.0% | -4.7% | 0.0% |
| 1Y | +6.2% | +10.2% | -4.0% | +1.4% |
| 3Y | +37.0% | +122.4% | -85.4% | +3.4% |
| 5Y | +1.2% | +116.3% | -115.1% | -24.6% |
| 10Y | +272.2% | +686.6% | -414.4% | +77.9% |
| All | +500.9% | +2,088.8% | -1,587.9% | +77.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling