+1,747.8%
PLD vs STT
+967.3%
+780.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -2.4% | +0.5% | -2.9% | -2.6% |
| 30D | -2.4% | +3.9% | -6.3% | -4.2% |
| 3M | -3.8% | +20.0% | -23.7% | -11.5% |
| 6M | 0.0% | +55.3% | -55.3% | -18.2% |
| YTD | +9.2% | +53.3% | -44.1% | -10.6% |
| 1Y | +25.9% | +74.7% | -48.8% | -3.0% |
| 3Y | +21.3% | +205.8% | -184.5% | -27.8% |
| 5Y | +14.1% | +145.0% | -130.9% | -28.3% |
| 10Y | +237.9% | +266.0% | -28.1% | +56.6% |
| All | +1,747.8% | +967.3% | +780.5% | +432.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling