+38.3%
PLD vs SYK
+14.9%
+23.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.4% |
| 7D | +1.3% | -5.0% | +6.3% | +3.3% |
| 30D | -1.4% | +9.9% | -11.3% | -5.4% |
| 3M | -8.2% | -8.9% | +0.8% | -4.9% |
| 6M | -8.0% | +3.1% | -11.1% | -11.1% |
| YTD | +3.2% | -11.1% | +14.3% | +7.1% |
| 1Y | +7.0% | -16.2% | +23.2% | +15.1% |
| 3Y | +38.3% | +13.2% | +25.1% | +35.4% |
| All | +38.3% | +14.9% | +23.4% | +35.4% |
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