+1,527.1%
PLD vs PWR
+6,979.4%
-5,452.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -12.3% | +10.2% | +0.7% |
| 7D | +0.4% | -19.9% | +20.3% | +5.2% |
| 30D | -0.1% | -29.3% | +29.2% | +7.5% |
| 3M | -7.9% | -25.5% | +17.5% | -2.4% |
| 6M | -7.0% | -34.0% | +27.1% | +0.4% |
| YTD | +3.1% | +20.7% | -17.6% | -4.3% |
| 1Y | +7.1% | +12.3% | -5.3% | +0.9% |
| 3Y | +32.9% | +201.9% | -169.0% | -3.9% |
| 5Y | +1.5% | +336.8% | -335.2% | -33.5% |
| 10Y | +245.9% | +1,748.9% | -1,503.0% | +56.1% |
| All | +1,527.1% | +6,979.4% | -5,452.3% | +531.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling