+503.3%
PLD vs HCA
+2,083.8%
-1,580.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HCA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.0% | +0.8% | +2.2% |
| 7D | +0.7% | +7.9% | -7.3% | -1.8% |
| 30D | +0.8% | +11.9% | -11.1% | -2.8% |
| 3M | -6.1% | +22.4% | -28.5% | -12.1% |
| 6M | -8.0% | +16.5% | -24.5% | -12.9% |
| YTD | +4.7% | +8.7% | -4.1% | +0.5% |
| 1Y | +7.2% | +6.7% | +0.5% | +3.4% |
| 3Y | +39.2% | +127.0% | -87.8% | +4.4% |
| 5Y | +1.9% | +113.9% | -112.0% | -23.8% |
| 10Y | +256.8% | +656.7% | -400.0% | +72.5% |
| All | +503.3% | +2,083.8% | -1,580.5% | +77.9% |
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 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