-0.7%
PLD vs XME
+108.0%
-108.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.6% |
| 7D | +1.3% | +0.3% | +1.0% | +1.2% |
| 30D | -1.4% | -6.1% | +4.8% | +0.4% |
| 3M | -8.2% | -18.6% | +10.5% | -2.4% |
| 6M | -8.0% | -23.9% | +15.9% | -0.9% |
| YTD | +3.2% | -9.3% | +12.5% | +2.8% |
| 1Y | +7.0% | +1.8% | +5.3% | +1.6% |
| 3Y | +38.3% | +93.0% | -54.7% | -2.7% |
| All | -0.7% | +108.0% | -108.7% | -28.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling