+445.8%
PLD vs QLD
+9,036.4%
-8,590.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.1% | -0.9% |
| 7D | -2.4% | +0.6% | -3.0% | -2.7% |
| 30D | -2.4% | -0.1% | -2.3% | -2.5% |
| 3M | -3.8% | -8.4% | +4.6% | -2.1% |
| 6M | 0.0% | +32.2% | -32.2% | -17.4% |
| YTD | +9.2% | +28.9% | -19.7% | -9.3% |
| 1Y | +25.9% | +43.8% | -17.9% | -2.8% |
| 3Y | +21.3% | +176.6% | -155.3% | -41.4% |
| 5Y | +14.1% | +121.6% | -107.4% | -45.5% |
| 10Y | +237.9% | +1,652.9% | -1,415.0% | -72.1% |
| All | +445.8% | +9,036.4% | -8,590.7% | -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