+353.4%
PLD vs QSR
+218.5%
+134.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -2.4% | +2.4% | -4.8% | -3.2% |
| 30D | -2.4% | +7.6% | -10.1% | -5.1% |
| 3M | -3.8% | +12.6% | -16.4% | -8.0% |
| 6M | 0.0% | +14.4% | -14.4% | -5.2% |
| YTD | +9.2% | +19.6% | -10.4% | +1.6% |
| 1Y | +25.9% | +33.9% | -8.0% | +12.2% |
| 3Y | +21.3% | +27.1% | -5.8% | +8.9% |
| 5Y | +14.1% | +48.5% | -34.4% | -4.1% |
| 10Y | +237.9% | +126.2% | +111.7% | +137.1% |
| All | +353.4% | +218.5% | +134.9% | +198.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 QSR 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