+84.8%
PLD vs ONTO
+449.2%
-364.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +12.0% | -9.2% | +0.9% |
| 7D | +0.7% | +1.4% | -0.7% | 0.0% |
| 30D | +0.8% | -34.1% | +34.9% | +6.8% |
| 3M | -6.1% | -37.1% | +30.9% | -0.5% |
| 6M | -8.0% | -31.8% | +23.8% | -6.3% |
| YTD | +4.7% | +22.9% | -18.3% | -6.0% |
| 1Y | +7.2% | +39.5% | -32.3% | -6.4% |
| 3Y | +39.2% | +57.7% | -18.4% | +5.9% |
| 5Y | +1.9% | +115.8% | -113.9% | -33.1% |
| All | +84.8% | +449.2% | -364.5% | -26.0% |
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