+81.9%
PLD vs ONTO
+493.5%
-411.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | -0.7% |
| 7D | 0.0% | +34.4% | -34.4% | -4.8% |
| 30D | -3.7% | -20.4% | +16.7% | -1.0% |
| 3M | -7.9% | -37.8% | +29.9% | -2.1% |
| 6M | -9.2% | -24.6% | +15.3% | -9.1% |
| YTD | +3.1% | +32.8% | -29.8% | -8.6% |
| 1Y | +6.2% | +54.7% | -48.5% | -8.9% |
| 3Y | +35.4% | +54.7% | -19.3% | +4.5% |
| 5Y | +0.1% | +134.0% | -133.9% | -35.2% |
| All | +81.9% | +493.5% | -411.5% | -28.1% |
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