+37.9%
PLD vs QLD
+168.6%
-130.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +1.4% |
| 7D | +4.9% | -9.4% | +14.3% | +6.9% |
| 30D | +2.6% | -17.1% | +19.6% | +6.2% |
| 3M | -4.8% | -10.4% | +5.6% | -3.0% |
| 6M | -3.9% | +0.7% | -4.6% | -5.9% |
| YTD | +5.3% | +17.7% | -12.4% | -1.5% |
| 1Y | +9.3% | +14.7% | -5.4% | +2.7% |
| All | +37.9% | +168.6% | -130.7% | -11.0% |
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