+1,681.4%
PLD vs SWKS
+1,489.3%
+192.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SWKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.9% | +4.7% | +2.2% |
| 7D | +4.9% | -4.9% | +9.8% | +5.6% |
| 30D | +2.6% | -1.2% | +3.7% | +2.6% |
| 3M | -4.8% | +24.2% | -28.9% | -8.3% |
| 6M | -3.9% | +21.5% | -25.4% | -7.9% |
| YTD | +5.3% | +33.5% | -28.2% | -0.8% |
| 1Y | +9.3% | +18.9% | -9.7% | +4.5% |
| 3Y | +35.8% | +0.4% | +35.4% | +30.7% |
| 5Y | +2.9% | -44.3% | +47.2% | +6.4% |
| 10Y | +253.4% | +37.1% | +216.3% | +216.4% |
| All | +1,681.4% | +1,489.3% | +192.1% | +933.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SWKS.
Daily Out/Under-Performance
Portfolio return minus SWKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWKS 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 SWKS 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