+34.9%
PLD vs OVV
+35.0%
0.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.7% | -1.6% |
| 7D | +0.4% | -14.9% | +15.3% | +3.2% |
| 30D | -0.1% | -0.9% | +0.8% | -0.2% |
| 3M | -7.9% | +5.6% | -13.5% | -9.4% |
| 6M | -7.0% | -2.5% | -4.5% | -7.3% |
| YTD | +3.1% | +57.8% | -54.8% | -9.8% |
| 1Y | +7.1% | +70.1% | -63.0% | -8.3% |
| All | +34.9% | +35.0% | 0.0% | +17.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling