+272.2%
PLD vs HPQ
+164.1%
+108.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.5% |
| 7D | -1.0% | -3.2% | +2.2% | -0.2% |
| 30D | -1.8% | -3.0% | +1.2% | -1.4% |
| 3M | -6.0% | +0.6% | -6.6% | -7.4% |
| 6M | -8.4% | +36.6% | -45.0% | -18.6% |
| YTD | +4.2% | +35.0% | -30.8% | -7.8% |
| 1Y | +6.2% | +23.1% | -16.9% | -3.6% |
| 3Y | +37.0% | +18.6% | +18.3% | +22.1% |
| 5Y | +1.2% | +10.3% | -9.2% | -10.2% |
| 10Y | +272.2% | +157.1% | +115.1% | +152.0% |
| All | +272.2% | +164.1% | +108.1% | +152.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 10y: compounded portfolio wealth divided by compounded HPQ 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…
10y analysis · Full analysis span regression · 6 months rolling