+34.9%
PLD vs STT
+164.8%
-129.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.7% | +2.6% | 0.0% |
| 7D | +0.4% | -4.9% | +5.3% | +2.7% |
| 30D | -0.1% | -6.0% | +5.9% | +2.6% |
| 3M | -7.9% | -11.7% | +3.7% | -2.9% |
| 6M | -7.0% | +11.7% | -18.6% | -12.5% |
| YTD | +3.1% | +30.4% | -27.4% | -10.9% |
| 1Y | +7.1% | +43.9% | -36.9% | -12.4% |
| All | +34.9% | +164.8% | -129.9% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 3y: compounded portfolio wealth divided by compounded STT 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…
3y analysis · Full analysis span regression · 6 months rolling