+1,643.3%
PLD vs STZ
+2,812.1%
-1,168.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | +0.4% | +11.8% | -11.4% | -3.5% |
| 30D | -0.1% | +26.0% | -26.1% | -8.2% |
| 3M | -7.9% | +11.5% | -19.5% | -11.9% |
| 6M | -7.0% | -2.0% | -5.0% | -7.2% |
| YTD | +3.1% | +7.9% | -4.8% | -1.4% |
| 1Y | +7.1% | +13.9% | -6.8% | +0.3% |
| 3Y | +32.9% | -35.8% | +68.7% | +50.4% |
| 5Y | +1.5% | -28.4% | +30.0% | +10.3% |
| 10Y | +245.9% | +7.1% | +238.8% | +212.9% |
| All | +1,643.3% | +2,812.1% | -1,168.8% | +592.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling