+156.6%
PLD vs SE
+365.4%
-208.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.7% | +3.5% | -1.4% |
| 7D | +0.4% | -1.2% | +1.6% | +0.5% |
| 30D | -0.1% | -21.7% | +21.6% | +2.9% |
| 3M | -7.9% | -34.2% | +26.2% | -3.3% |
| 6M | -7.0% | -10.5% | +3.5% | -6.7% |
| YTD | +3.1% | -40.7% | +43.8% | +8.5% |
| 1Y | +7.1% | -52.1% | +59.1% | +15.7% |
| 3Y | +32.9% | +68.9% | -36.0% | +17.5% |
| 5Y | +1.5% | -78.9% | +80.4% | +11.3% |
| All | +156.6% | +365.4% | -208.8% | +75.4% |
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