+15.2%
PLD vs QLD
+121.5%
-106.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.1% | -0.8% |
| 7D | -2.4% | +0.6% | -3.0% | -2.6% |
| 30D | -2.4% | -0.1% | -2.3% | -2.5% |
| 3M | -3.8% | -8.4% | +4.6% | -2.6% |
| 6M | 0.0% | +32.2% | -32.2% | -9.6% |
| YTD | +9.2% | +28.9% | -19.7% | -0.9% |
| 1Y | +25.9% | +43.8% | -17.9% | +9.8% |
| 3Y | +21.3% | +176.6% | -155.3% | -18.2% |
| All | +15.2% | +121.5% | -106.3% | -27.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling