+257.2%
PLD vs HUBS
+273.9%
-16.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.7% | -0.6% | 0.0% |
| 7D | +1.3% | +8.3% | -6.9% | 0.0% |
| 30D | -1.4% | -4.0% | +2.6% | -1.0% |
| 3M | -8.2% | -9.7% | +1.5% | -7.5% |
| 6M | -8.0% | +21.4% | -29.4% | -13.9% |
| YTD | +3.2% | -45.9% | +49.0% | +9.7% |
| 1Y | +7.0% | -44.4% | +51.4% | +13.0% |
| 3Y | +38.3% | -49.7% | +88.0% | +44.3% |
| 5Y | +0.2% | -74.2% | +74.4% | +11.5% |
| All | +257.2% | +273.9% | -16.7% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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