+66.6%
PLD vs OWL
+38.2%
+28.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OWL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | 0.0% | -0.6% |
| 7D | -2.4% | -2.2% | -0.1% | -1.9% |
| 30D | -2.4% | +3.7% | -6.1% | -3.4% |
| 3M | -3.8% | +17.5% | -21.3% | -7.6% |
| 6M | 0.0% | +18.5% | -18.5% | -4.8% |
| YTD | +9.2% | -16.3% | +25.6% | +12.1% |
| 1Y | +25.9% | -29.7% | +55.6% | +34.0% |
| 3Y | +21.3% | +14.2% | +7.1% | +11.0% |
| 5Y | +14.1% | +2.5% | +11.6% | +1.5% |
| All | +66.6% | +38.2% | +28.4% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OWL.
Daily Out/Under-Performance
Portfolio return minus OWL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OWL 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 OWL 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