+25.9%
PLD vs XME
+42.7%
-16.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | -0.9% | +3.6% | -4.5% | -1.1% |
| 30D | -1.2% | +3.6% | -4.8% | -1.5% |
| 3M | -2.3% | +1.2% | -3.5% | -2.1% |
| 6M | +4.5% | +9.0% | -4.5% | +3.3% |
| YTD | +10.1% | +15.9% | -5.8% | +7.9% |
| 1Y | +25.9% | +43.2% | -17.3% | +19.6% |
| All | +25.9% | +42.7% | -16.8% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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