+15.2%
PLD vs XHB
+37.5%
-22.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.3% |
| 7D | -2.4% | -1.3% | -1.1% | -1.7% |
| 30D | -2.4% | -6.9% | +4.5% | +1.4% |
| 3M | -3.8% | -1.3% | -2.5% | -4.1% |
| 6M | 0.0% | -6.8% | +6.8% | +2.7% |
| YTD | +9.2% | +0.7% | +8.5% | +6.6% |
| 1Y | +25.9% | -11.2% | +37.2% | +32.4% |
| 3Y | +21.3% | +25.3% | -4.0% | +0.2% |
| All | +15.2% | +37.5% | -22.3% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling