-0.7%
PLD vs HLT
+162.2%
-163.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.3% | +0.7% | +0.6% | +1.0% |
| 30D | -1.4% | +13.7% | -15.1% | -6.8% |
| 3M | -8.2% | +16.3% | -24.5% | -14.1% |
| 6M | -8.0% | +19.9% | -27.9% | -15.4% |
| YTD | +3.2% | +30.1% | -26.9% | -8.8% |
| 1Y | +7.0% | +38.5% | -31.5% | -8.1% |
| 3Y | +38.3% | +131.0% | -92.8% | -6.1% |
| All | -0.7% | +162.2% | -163.0% | -37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 5y: compounded portfolio wealth divided by compounded HLT 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…
5y analysis · Full analysis span regression · 6 months rolling