+25.9%
PLD vs PSX
+102.1%
-76.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.8% |
| 7D | -0.9% | +2.8% | -3.7% | -0.9% |
| 30D | -1.2% | +27.8% | -29.0% | -2.0% |
| 3M | -2.3% | +42.0% | -44.3% | -3.7% |
| 6M | +4.5% | +58.1% | -53.6% | +2.2% |
| YTD | +10.1% | +105.0% | -94.9% | +3.4% |
| 1Y | +25.9% | +104.9% | -79.0% | +18.7% |
| All | +25.9% | +102.1% | -76.2% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling