+16.3%
PLD vs HLT
+153.7%
-137.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.8% | -2.9% | -2.4% |
| 7D | -0.7% | -1.5% | +0.8% | -0.1% |
| 30D | -2.2% | -1.2% | -1.0% | -1.8% |
| 3M | -7.4% | -10.3% | +3.0% | -3.3% |
| 6M | +1.9% | +1.3% | +0.7% | +0.8% |
| YTD | +7.9% | +7.0% | +0.9% | +4.1% |
| 1Y | +25.1% | +11.9% | +13.2% | +18.1% |
| 3Y | +21.9% | +100.7% | -78.8% | -10.2% |
| 5Y | +16.3% | +147.5% | -131.2% | -18.6% |
| All | +16.3% | +153.7% | -137.4% | -18.6% |
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