+34.9%
PLD vs QLD
+134.4%
-99.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -12.7% | +10.6% | +0.3% |
| 7D | +0.4% | -18.6% | +19.0% | +4.3% |
| 30D | -0.1% | -28.3% | +28.2% | +6.3% |
| 3M | -7.9% | -20.4% | +12.4% | -4.2% |
| 6M | -7.0% | -14.3% | +7.3% | -6.0% |
| YTD | +3.1% | +2.8% | +0.3% | -1.1% |
| 1Y | +7.1% | -1.2% | +8.3% | +3.6% |
| All | +34.9% | +134.4% | -99.4% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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