+25.9%
PLD vs XHB
-15.1%
+41.0%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.3% | +1.6% |
| 7D | -0.9% | +0.2% | -1.0% | -1.0% |
| 30D | -1.2% | -9.1% | +7.9% | +1.8% |
| 3M | -2.3% | -2.3% | 0.0% | -2.6% |
| 6M | +4.5% | -4.1% | +8.6% | +4.7% |
| YTD | +10.1% | -1.7% | +11.9% | +9.1% |
| 1Y | +25.9% | -15.1% | +41.0% | +36.0% |
| All | +25.9% | -15.1% | +41.0% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 2025-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XHB 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling