+231.7%
PLD vs PH
+759.6%
-527.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.9% | -4.1% | -2.4% |
| 7D | -0.8% | +2.0% | -2.8% | -1.7% |
| 30D | -0.3% | -3.7% | +3.4% | +0.9% |
| 3M | -8.0% | -14.0% | +6.0% | -2.7% |
| 6M | -9.8% | +2.1% | -11.9% | -11.5% |
| YTD | +1.8% | +5.1% | -3.3% | -1.7% |
| 1Y | +5.6% | +10.9% | -5.3% | -0.4% |
| 3Y | +33.3% | +132.9% | -99.7% | -9.4% |
| 5Y | +0.3% | +200.1% | -199.8% | -39.8% |
| All | +231.7% | +759.6% | -527.9% | +64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling