+22.2%
PLD vs SYK
-2.7%
+24.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -1.9% |
| 7D | -0.7% | -11.8% | +11.1% | +4.2% |
| 30D | -2.2% | -20.4% | +18.1% | +7.0% |
| 3M | -7.4% | -12.1% | +4.7% | -3.7% |
| 6M | +1.9% | -24.3% | +26.3% | +14.0% |
| YTD | +7.9% | -21.2% | +29.1% | +17.7% |
| 1Y | +25.1% | -29.2% | +54.3% | +44.6% |
| All | +22.2% | -2.7% | +24.9% | +26.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SYK.
Daily Out/Under-Performance
Portfolio return minus SYK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYK 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 SYK 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