+15.2%
PLD vs PWR
+443.9%
-428.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.7% | -1.4% | -0.9% |
| 7D | -2.4% | +3.6% | -6.0% | -3.2% |
| 30D | -2.4% | -8.6% | +6.1% | -0.5% |
| 3M | -3.8% | -13.2% | +9.4% | -1.3% |
| 6M | 0.0% | +9.9% | -9.9% | -4.5% |
| YTD | +9.2% | +48.0% | -38.8% | -4.4% |
| 1Y | +25.9% | +66.2% | -40.3% | +5.6% |
| 3Y | +21.3% | +195.1% | -173.8% | -20.6% |
| All | +15.2% | +443.9% | -428.6% | -40.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling