+236.9%
PLD vs PH
+804.1%
-567.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.6% |
| 7D | -2.4% | -3.1% | +0.7% | -1.2% |
| 30D | -2.4% | -3.2% | +0.8% | -1.4% |
| 3M | -3.8% | +10.6% | -14.4% | -8.3% |
| 6M | 0.0% | -2.1% | +2.2% | 0.0% |
| YTD | +9.2% | +10.2% | -1.0% | +3.9% |
| 1Y | +25.9% | +28.2% | -2.3% | +12.0% |
| 3Y | +21.3% | +134.9% | -113.6% | -17.8% |
| 5Y | +14.1% | +253.6% | -239.5% | -35.7% |
| All | +236.9% | +804.1% | -567.2% | +30.3% |
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