+6.2%
PLD vs XLB
+24.1%
-17.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -1.0% | -1.6% | +0.6% | -0.3% |
| 30D | -1.8% | +7.2% | -9.1% | -4.7% |
| 3M | -6.0% | 0.0% | -6.1% | -6.1% |
| 6M | -8.4% | +2.3% | -10.7% | -9.3% |
| YTD | +4.2% | +18.4% | -14.2% | -3.2% |
| 1Y | +6.2% | +23.3% | -17.1% | -3.2% |
| All | +6.2% | +24.1% | -17.9% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 1y: compounded portfolio wealth divided by compounded XLB 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…
1y analysis · Full analysis span regression · 6 months rolling