+172.0%
PLD vs SE
+589.8%
-417.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.6% |
| 7D | -2.4% | -6.1% | +3.7% | -1.6% |
| 30D | -2.4% | -2.5% | 0.0% | -2.3% |
| 3M | -3.8% | +21.7% | -25.5% | -6.7% |
| 6M | 0.0% | +27.0% | -27.0% | -4.0% |
| YTD | +9.2% | -12.1% | +21.4% | +9.6% |
| 1Y | +25.9% | -40.9% | +66.8% | +32.7% |
| 3Y | +21.3% | +191.0% | -169.7% | -0.2% |
| 5Y | +14.1% | -68.3% | +82.4% | +18.8% |
| All | +172.0% | +589.8% | -417.8% | +77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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