+1,747.8%
PLD vs PEG
+1,628.4%
+119.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PEG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.6% |
| 7D | -2.4% | +0.7% | -3.1% | -2.8% |
| 30D | -2.4% | -2.4% | 0.0% | -1.1% |
| 3M | -3.8% | -4.8% | +1.0% | -1.2% |
| 6M | 0.0% | -10.7% | +10.7% | +6.4% |
| YTD | +9.2% | -6.7% | +15.9% | +13.1% |
| 1Y | +25.9% | -6.8% | +32.8% | +30.2% |
| 3Y | +21.3% | +34.5% | -13.2% | -0.1% |
| 5Y | +14.1% | +35.8% | -21.6% | -6.6% |
| 10Y | +237.9% | +141.7% | +96.1% | +97.5% |
| All | +1,747.8% | +1,628.4% | +119.4% | +554.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PEG.
Daily Out/Under-Performance
Portfolio return minus PEG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEG 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 PEG 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