+1,763.2%
PLD vs IDXX
+12,607.4%
-10,844.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.8% | +3.7% | +1.7% |
| 7D | -0.9% | -4.6% | +3.7% | +0.5% |
| 30D | -1.2% | -11.3% | +10.1% | +2.4% |
| 3M | -2.3% | -7.3% | +5.0% | -0.4% |
| 6M | +4.5% | -14.5% | +19.0% | +8.9% |
| YTD | +10.1% | -23.1% | +33.2% | +18.3% |
| 1Y | +25.9% | -20.3% | +46.2% | +32.9% |
| 3Y | +24.4% | +11.7% | +12.7% | +14.9% |
| 5Y | +15.5% | -24.4% | +39.8% | +17.4% |
| 10Y | +240.3% | +355.5% | -115.2% | +99.7% |
| All | +1,763.2% | +12,607.4% | -10,844.3% | +528.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 all: compounded portfolio wealth divided by compounded IDXX 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…
all analysis · Full analysis span regression · 6 months rolling