+240.1%
PLD vs HUBS
+320.5%
-80.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.9% | +2.0% | -0.5% |
| 7D | -2.8% | -12.4% | +9.5% | -0.8% |
| 30D | -3.6% | +1.4% | -5.0% | -4.3% |
| 3M | -7.1% | +16.0% | -23.1% | -10.7% |
| 6M | +0.2% | -17.0% | +17.2% | +0.1% |
| YTD | +6.9% | -44.3% | +51.2% | +13.9% |
| 1Y | +25.0% | -54.3% | +79.3% | +37.5% |
| 3Y | +20.8% | -58.4% | +79.1% | +31.9% |
| 5Y | +16.2% | -66.7% | +82.8% | +23.2% |
| All | +240.1% | +320.5% | -80.4% | +113.0% |
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