+22.2%
PLD vs REGN
-1.1%
+23.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | REGN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | -0.7% | -5.2% | +4.5% | +0.5% |
| 30D | -2.2% | +0.1% | -2.3% | -2.3% |
| 3M | -7.4% | +31.2% | -38.6% | -13.1% |
| 6M | +1.9% | +3.6% | -1.7% | +0.4% |
| YTD | +7.9% | +5.0% | +2.9% | +5.7% |
| 1Y | +25.1% | +45.9% | -20.8% | +12.6% |
| All | +22.2% | -1.1% | +23.3% | +17.3% |
Cumulative growth
Daily Returns
Daily percentage return beside REGN.
Daily Out/Under-Performance
Portfolio return minus REGN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × REGN 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 REGN 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