+417.4%
PLD vs XHB
+173.9%
+243.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -1.5% |
| 7D | -2.4% | -1.3% | -1.1% | -1.4% |
| 30D | -2.4% | -6.9% | +4.5% | +3.0% |
| 3M | -3.8% | -1.3% | -2.5% | -4.3% |
| 6M | 0.0% | -6.8% | +6.8% | +3.3% |
| YTD | +9.2% | +0.7% | +8.5% | +5.3% |
| 1Y | +25.9% | -11.2% | +37.2% | +33.8% |
| 3Y | +21.3% | +25.3% | -4.0% | -6.2% |
| 5Y | +14.1% | +37.3% | -23.2% | -21.5% |
| 10Y | +237.9% | +211.5% | +26.4% | +1.3% |
| All | +417.4% | +173.9% | +243.5% | -12.2% |
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