+1,014.2%
PLD vs OVV
+155.6%
+858.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.6% | +7.4% | +3.0% |
| 7D | +4.9% | -12.1% | +17.0% | +7.7% |
| 30D | +2.6% | +2.9% | -0.3% | +1.7% |
| 3M | -4.8% | +3.7% | -8.5% | -6.0% |
| 6M | -3.9% | +0.6% | -4.5% | -4.9% |
| YTD | +5.3% | +62.5% | -57.2% | -6.9% |
| 1Y | +9.3% | +72.0% | -62.8% | -4.8% |
| 3Y | +35.8% | +39.1% | -3.3% | +21.2% |
| 5Y | +2.9% | +98.5% | -95.5% | -20.0% |
| 10Y | +253.4% | +60.1% | +193.4% | +107.1% |
| All | +1,014.2% | +155.6% | +858.6% | +563.6% |
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 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