+257.2%
PLD vs HRB
+221.6%
+35.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.4% |
| 7D | +1.3% | -5.1% | +6.4% | +2.4% |
| 30D | -1.4% | +8.7% | -10.0% | -3.3% |
| 3M | -8.2% | -5.4% | -2.8% | -7.5% |
| 6M | -8.0% | +41.6% | -49.6% | -15.9% |
| YTD | +3.2% | +18.7% | -15.5% | -2.8% |
| 1Y | +7.0% | +16.4% | -9.4% | +1.3% |
| 3Y | +38.3% | +22.0% | +16.3% | +26.8% |
| 5Y | +0.2% | +141.2% | -141.0% | -24.1% |
| All | +257.2% | +221.6% | +35.6% | +140.6% |
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