+1.5%
PLD vs PWR
+349.5%
-348.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -12.3% | +10.2% | +0.6% |
| 7D | +0.4% | -19.9% | +20.3% | +4.9% |
| 30D | -0.1% | -29.3% | +29.2% | +7.3% |
| 3M | -7.9% | -25.5% | +17.5% | -2.6% |
| 6M | -7.0% | -34.0% | +27.1% | +0.7% |
| YTD | +3.1% | +20.7% | -17.6% | -6.6% |
| 1Y | +7.1% | +12.3% | -5.3% | -1.2% |
| 3Y | +32.9% | +201.9% | -169.0% | -18.1% |
| 5Y | +1.5% | +336.8% | -335.2% | -45.5% |
| All | +1.5% | +349.5% | -348.0% | -45.5% |
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