+38.3%
PLD vs LOW
+25.3%
+12.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +1.3% | +1.4% | -0.1% | +0.7% |
| 30D | -1.4% | +21.7% | -23.1% | -10.7% |
| 3M | -8.2% | +5.0% | -13.2% | -10.5% |
| 6M | -8.0% | +4.6% | -12.6% | -10.8% |
| YTD | +3.2% | -3.5% | +6.6% | +3.3% |
| 1Y | +7.0% | +0.5% | +6.5% | +4.1% |
| 3Y | +38.3% | +24.8% | +13.5% | +10.5% |
| All | +38.3% | +25.3% | +12.9% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LOW.
Daily Out/Under-Performance
Portfolio return minus LOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LOW 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 LOW 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