+38.2%
PLD vs PWR
+249.5%
-211.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.1% |
| 7D | 0.0% | +19.1% | -19.1% | -2.4% |
| 30D | -3.7% | -12.0% | +8.3% | -2.4% |
| 3M | -7.9% | -10.6% | +2.7% | -7.1% |
| 6M | -9.2% | -20.8% | +11.6% | -6.8% |
| YTD | +3.1% | +43.7% | -40.7% | -5.8% |
| 1Y | +6.2% | +35.0% | -28.8% | -1.9% |
| All | +38.2% | +249.5% | -211.3% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 3y: compounded portfolio wealth divided by compounded PWR 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…
3y analysis · Full analysis span regression · 6 months rolling