+1,747.8%
PLD vs O
+2,447.7%
-699.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | 0.0% |
| 7D | -2.4% | -0.7% | -1.6% | -1.7% |
| 30D | -2.4% | -1.9% | -0.5% | -0.8% |
| 3M | -3.8% | +3.8% | -7.6% | -7.1% |
| 6M | 0.0% | -4.7% | +4.8% | +4.2% |
| YTD | +9.2% | +12.5% | -3.2% | -1.9% |
| 1Y | +25.9% | +10.8% | +15.1% | +14.4% |
| 3Y | +21.3% | +28.8% | -7.5% | -4.8% |
| 5Y | +14.1% | +13.2% | +0.9% | +0.9% |
| 10Y | +237.9% | +53.5% | +184.4% | +89.0% |
| All | +1,747.8% | +2,447.7% | -699.9% | +111.1% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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