+426.2%
PLD vs QLD
+8,245.8%
-7,819.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +0.8% |
| 7D | +4.9% | -9.4% | +14.3% | +10.2% |
| 30D | +2.6% | -17.1% | +19.6% | +12.5% |
| 3M | -4.8% | -10.4% | +5.6% | -0.2% |
| 6M | -3.9% | +0.7% | -4.6% | -8.4% |
| YTD | +5.3% | +17.7% | -12.4% | -9.1% |
| 1Y | +9.3% | +14.7% | -5.4% | -5.0% |
| 3Y | +35.8% | +169.6% | -133.9% | -34.0% |
| 5Y | +2.9% | +86.7% | -83.7% | -46.0% |
| 10Y | +253.4% | +1,600.8% | -1,347.3% | -71.0% |
| All | +426.2% | +8,245.8% | -7,819.6% | -93.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling