+15.2%
PLD vs OVV
+160.2%
-144.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.3% |
| 3M | -3.8% | +9.8% | -13.6% | -5.5% |
| 6M | 0.0% | +26.6% | -26.5% | -4.7% |
| YTD | +9.2% | +67.0% | -57.8% | -1.3% |
| 1Y | +25.9% | +55.9% | -30.0% | +14.8% |
| 3Y | +21.3% | +45.5% | -24.2% | +9.5% |
| All | +15.2% | +160.2% | -144.9% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling