+990.4%
PLD vs OVV
+148.3%
+842.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.7% | -1.5% |
| 7D | +0.4% | -14.9% | +15.3% | +3.8% |
| 30D | -0.1% | -0.9% | +0.8% | -0.1% |
| 3M | -7.9% | +5.6% | -13.5% | -9.5% |
| 6M | -7.0% | -2.5% | -4.5% | -7.4% |
| YTD | +3.1% | +57.8% | -54.8% | -8.3% |
| 1Y | +7.1% | +70.1% | -63.0% | -6.5% |
| 3Y | +32.9% | +35.1% | -2.3% | +19.3% |
| 5Y | +1.5% | +86.1% | -84.5% | -19.9% |
| 10Y | +245.9% | +55.5% | +190.4% | +103.9% |
| All | +990.4% | +148.3% | +842.0% | +553.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling