+256.8%
PLD vs XHB
+271.6%
-14.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.8% | +0.8% |
| 7D | +0.7% | +1.3% | -0.6% | -0.2% |
| 30D | +0.8% | +11.8% | -11.0% | -5.6% |
| 3M | -6.1% | -3.8% | -2.3% | -4.5% |
| 6M | -8.0% | +4.1% | -12.1% | -11.5% |
| YTD | +4.7% | +4.0% | +0.7% | +0.1% |
| 1Y | +7.2% | +1.6% | +5.6% | +3.7% |
| 3Y | +39.2% | +43.2% | -3.9% | +7.9% |
| 5Y | +1.9% | +35.8% | -33.9% | -20.5% |
| 10Y | +256.8% | +259.3% | -2.5% | +63.0% |
| All | +256.8% | +271.6% | -14.8% | +63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling