+6.0%
PLD vs Q
+77.9%
-71.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.9% | -4.1% | +2.5% |
| 7D | +0.7% | +8.4% | -7.7% | +0.3% |
| 30D | +0.8% | -1.2% | +2.0% | +0.8% |
| 3M | -6.1% | -9.3% | +3.2% | -5.8% |
| 6M | -8.0% | -15.0% | +7.0% | -7.9% |
| YTD | +4.7% | +53.5% | -48.8% | +2.1% |
| 1Y | +7.2% | +35.9% | -28.7% | +4.8% |
| All | +6.0% | +77.9% | -71.9% | +3.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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