+9.3%
PLD vs STZ
+14.7%
-5.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.3% | -3.6% | +1.0% |
| 7D | +4.9% | +13.0% | -8.1% | +3.0% |
| 30D | +2.6% | +29.4% | -26.9% | -1.4% |
| 3M | -4.8% | +11.6% | -16.4% | -6.4% |
| 6M | -3.9% | -0.2% | -3.7% | -3.9% |
| YTD | +5.3% | +8.6% | -3.2% | +2.4% |
| 1Y | +9.3% | +15.9% | -6.7% | +3.4% |
| All | +9.3% | +14.7% | -5.5% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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