+25.0%
PLD vs SHAK
-37.3%
+62.3%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.1% | +1.2% | -0.8% |
| 7D | -2.8% | -11.0% | +8.1% | -2.0% |
| 30D | -3.6% | -14.0% | +10.4% | -2.6% |
| 3M | -7.1% | +13.3% | -20.4% | -8.1% |
| 6M | +0.2% | -35.3% | +35.6% | +3.5% |
| YTD | +6.9% | -24.0% | +30.9% | +9.1% |
| 1Y | +25.0% | -36.7% | +61.7% | +30.4% |
| All | +25.0% | -37.3% | +62.3% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 1y: compounded portfolio wealth divided by compounded SHAK 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…
1y analysis · Full analysis span regression · 6 months rolling