+1.5%
PLD vs OVV
+88.6%
-87.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.7% | -1.7% |
| 7D | +0.4% | -14.9% | +15.3% | +2.9% |
| 30D | -0.1% | -0.9% | +0.8% | -0.2% |
| 3M | -7.9% | +5.6% | -13.5% | -9.2% |
| 6M | -7.0% | -2.5% | -4.5% | -7.3% |
| YTD | +3.1% | +57.8% | -54.8% | -6.6% |
| 1Y | +7.1% | +70.1% | -63.0% | -4.4% |
| 3Y | +32.9% | +35.1% | -2.3% | +20.9% |
| 5Y | +1.5% | +86.1% | -84.5% | -11.6% |
| All | +1.5% | +88.6% | -87.0% | -11.6% |
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