+243.5%
PLD vs HRB
+209.1%
+34.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.9% |
| 7D | -1.2% | -8.0% | +6.9% | +0.6% |
| 30D | -3.5% | -16.0% | +12.4% | 0.0% |
| 3M | -7.1% | +26.9% | -34.0% | -12.7% |
| 6M | +2.6% | +51.1% | -48.6% | -8.4% |
| YTD | +8.0% | +7.1% | +0.9% | +4.3% |
| 1Y | +22.1% | -9.6% | +31.7% | +22.9% |
| 3Y | +22.3% | +25.4% | -3.1% | +10.9% |
| 5Y | +17.3% | +114.9% | -97.6% | -8.9% |
| All | +243.5% | +209.1% | +34.4% | +128.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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