+24.4%
PLD vs HPQ
+19.9%
+4.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.5% | +5.3% | +1.7% |
| 7D | -0.9% | -0.5% | -0.4% | -0.8% |
| 30D | -1.2% | +3.7% | -4.9% | -2.2% |
| 3M | -2.3% | +24.3% | -26.6% | -7.3% |
| 6M | +4.5% | +64.8% | -60.2% | -9.2% |
| YTD | +10.1% | +43.9% | -33.8% | -0.7% |
| 1Y | +25.9% | +11.7% | +14.2% | +22.4% |
| 3Y | +24.4% | +19.7% | +4.7% | +1.8% |
| All | +24.4% | +19.9% | +4.5% | +1.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling