+82.1%
PLD vs ONTO
+476.3%
-394.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.0% | +0.5% |
| 7D | +1.3% | +17.5% | -16.2% | -1.3% |
| 30D | -1.4% | -15.7% | +14.3% | +0.5% |
| 3M | -8.2% | -39.7% | +31.6% | -1.9% |
| 6M | -8.0% | -26.5% | +18.5% | -7.5% |
| YTD | +3.2% | +29.0% | -25.8% | -8.1% |
| 1Y | +7.0% | +57.0% | -49.9% | -8.5% |
| 3Y | +38.3% | +50.0% | -11.7% | +7.2% |
| 5Y | +0.2% | +127.3% | -127.1% | -34.8% |
| All | +82.1% | +476.3% | -394.2% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling