+38.3%
PLD vs LVS
-9.1%
+47.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.7% | -2.6% | -0.5% |
| 7D | +1.3% | -0.8% | +2.2% | +1.5% |
| 30D | -1.4% | +10.0% | -11.4% | -3.6% |
| 3M | -8.2% | -11.0% | +2.9% | -5.9% |
| 6M | -8.0% | -20.1% | +12.1% | -3.7% |
| YTD | +3.2% | -36.3% | +39.5% | +13.3% |
| 1Y | +7.0% | -36.8% | +43.9% | +17.8% |
| 3Y | +38.3% | -9.5% | +47.8% | +28.2% |
| All | +38.3% | -9.1% | +47.3% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LVS.
Daily Out/Under-Performance
Portfolio return minus LVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LVS 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 LVS 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