+16.3%
PLD vs HUBS
-66.3%
+82.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.3% | +2.2% | -1.5% |
| 7D | -0.7% | -6.2% | +5.6% | +0.2% |
| 30D | -2.2% | +6.6% | -8.8% | -3.4% |
| 3M | -7.4% | +16.4% | -23.8% | -10.4% |
| 6M | +1.9% | -19.7% | +21.7% | +2.8% |
| YTD | +7.9% | -42.6% | +50.5% | +14.8% |
| 1Y | +25.1% | -54.2% | +79.3% | +38.2% |
| 3Y | +21.9% | -57.1% | +79.0% | +32.7% |
| 5Y | +16.3% | -66.2% | +82.5% | +17.5% |
| All | +16.3% | -66.3% | +82.6% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling