+236.9%
PLD vs OVV
+63.7%
+173.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.5% |
| 7D | -2.4% | +0.3% | -2.7% | -2.4% |
| 30D | -2.4% | +11.7% | -14.2% | -3.7% |
| 3M | -3.8% | +9.8% | -13.6% | -5.0% |
| 6M | 0.0% | +26.6% | -26.5% | -3.1% |
| YTD | +9.2% | +67.0% | -57.8% | +2.3% |
| 1Y | +25.9% | +55.9% | -30.0% | +18.6% |
| 3Y | +21.3% | +45.5% | -24.2% | +13.9% |
| 5Y | +14.1% | +157.3% | -143.2% | -0.6% |
| All | +236.9% | +63.7% | +173.3% | +140.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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