+39.2%
PLD vs HWM
+348.7%
-309.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.1% | -2.2% | +1.9% |
| 7D | +0.7% | +1.6% | -0.9% | +0.3% |
| 30D | +0.8% | -3.9% | +4.8% | +1.3% |
| 3M | -6.1% | -23.2% | +17.1% | -1.7% |
| 6M | -8.0% | -20.0% | +12.0% | -4.8% |
| YTD | +4.7% | +5.7% | -1.0% | +1.4% |
| 1Y | +7.2% | +4.9% | +2.3% | +4.0% |
| 3Y | +39.2% | +347.0% | -307.8% | -8.1% |
| All | +39.2% | +348.7% | -309.5% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM 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 3y: compounded portfolio wealth divided by compounded HWM 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…
3y analysis · Full analysis span regression · 6 months rolling