+16.2%
PLD vs SOXQ
+251.3%
-235.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.3% |
| 7D | -2.8% | +2.3% | -5.2% | -3.4% |
| 30D | -3.6% | -3.9% | +0.3% | -2.8% |
| 3M | -7.1% | -4.7% | -2.4% | -7.6% |
| 6M | +0.2% | +47.9% | -47.7% | -13.8% |
| YTD | +6.9% | +64.3% | -57.4% | -11.5% |
| 1Y | +25.0% | +95.7% | -70.7% | -2.8% |
| 3Y | +20.8% | +231.5% | -210.8% | -26.8% |
| 5Y | +16.2% | +255.0% | -238.8% | -35.5% |
| All | +16.2% | +251.3% | -235.1% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 5y: compounded portfolio wealth divided by compounded SOXQ 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…
5y analysis · Full analysis span regression · 6 months rolling