+240.3%
PLD vs XHB
+204.2%
+36.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.3% | +2.2% |
| 7D | -0.9% | +0.2% | -1.0% | -1.0% |
| 30D | -1.2% | -9.1% | +7.9% | +4.1% |
| 3M | -2.3% | -2.3% | 0.0% | -2.0% |
| 6M | +4.5% | -4.1% | +8.6% | +5.4% |
| YTD | +10.1% | -1.7% | +11.9% | +9.1% |
| 1Y | +25.9% | -15.1% | +41.0% | +35.7% |
| 3Y | +24.4% | +26.8% | -2.4% | +3.7% |
| 5Y | +15.5% | +37.3% | -21.9% | -10.4% |
| 10Y | +240.3% | +205.7% | +34.6% | +65.9% |
| All | +240.3% | +204.2% | +36.1% | +65.9% |
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