+15.2%
PLD vs PAAS
+113.1%
-97.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.4% | +1.7% | -0.4% |
| 7D | -2.4% | -2.9% | +0.5% | -2.0% |
| 30D | -2.4% | +6.8% | -9.2% | -3.5% |
| 3M | -3.8% | -2.9% | -0.9% | -3.9% |
| 6M | 0.0% | -16.4% | +16.5% | +1.5% |
| YTD | +9.2% | 0.0% | +9.2% | +7.2% |
| 1Y | +25.9% | +54.3% | -28.4% | +14.6% |
| 3Y | +21.3% | +230.7% | -209.4% | -7.3% |
| All | +15.2% | +113.1% | -97.8% | -9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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