-0.7%
PLD vs SOXQ
+176.1%
-176.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +0.9% |
| 7D | +1.3% | +8.2% | -6.8% | -0.6% |
| 30D | -1.4% | -13.2% | +11.8% | +1.5% |
| 3M | -8.2% | -18.5% | +10.4% | -4.3% |
| 6M | -8.0% | -15.4% | +7.4% | -7.2% |
| YTD | +3.2% | +43.6% | -40.4% | -12.5% |
| 1Y | +7.0% | +49.2% | -42.2% | -10.6% |
| 3Y | +38.3% | +190.2% | -151.9% | -14.4% |
| All | -0.7% | +176.1% | -176.8% | -42.3% |
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