+382.1%
PLD vs XHB
+172.9%
+209.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | 0.0% |
| 7D | -0.8% | +1.3% | -2.1% | -2.1% |
| 30D | -0.3% | +7.8% | -8.1% | -6.6% |
| 3M | -8.0% | -5.5% | -2.6% | -4.7% |
| 6M | -9.8% | -2.6% | -7.2% | -10.2% |
| YTD | +1.8% | +0.4% | +1.4% | -2.3% |
| 1Y | +5.6% | -1.0% | +6.6% | +2.1% |
| 3Y | +33.3% | +37.3% | -4.0% | -5.1% |
| 5Y | +0.3% | +33.7% | -33.4% | -29.9% |
| 10Y | +241.6% | +256.9% | -15.3% | -10.3% |
| All | +382.1% | +172.9% | +209.2% | -18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling