+976.4%
PLD vs VRSK
+623.8%
+352.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | +0.5% |
| 7D | -2.4% | -3.1% | +0.7% | -0.9% |
| 30D | -2.4% | -1.6% | -0.9% | -1.9% |
| 3M | -3.8% | +3.5% | -7.3% | -6.3% |
| 6M | 0.0% | -13.4% | +13.4% | +5.3% |
| YTD | +9.2% | -16.5% | +25.7% | +16.0% |
| 1Y | +25.9% | -30.6% | +56.5% | +47.0% |
| 3Y | +21.3% | -21.9% | +43.2% | +29.2% |
| 5Y | +14.1% | -6.3% | +20.4% | +8.3% |
| 10Y | +237.9% | +133.1% | +104.8% | +100.6% |
| All | +976.4% | +623.8% | +352.6% | +228.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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