+1,624.7%
PLD vs PWR
+8,583.6%
-6,958.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -1.6% |
| 6M | 0.0% | +9.9% | -9.9% | -3.8% |
| YTD | +9.2% | +48.0% | -38.8% | -2.5% |
| 1Y | +25.9% | +66.2% | -40.3% | +8.8% |
| 3Y | +21.3% | +195.1% | -173.8% | -11.0% |
| 5Y | +14.1% | +442.6% | -428.4% | -28.4% |
| 10Y | +237.9% | +2,334.2% | -2,096.4% | +44.3% |
| All | +1,624.7% | +8,583.6% | -6,958.9% | +543.7% |
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