-0.7%
PLD vs XME
+110.8%
-111.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.4% | -4.6% | -2.3% |
| 7D | -0.8% | -4.5% | +3.7% | +0.6% |
| 30D | -0.3% | -10.9% | +10.6% | +3.2% |
| 3M | -8.0% | -15.3% | +7.2% | -3.7% |
| 6M | -9.8% | -24.6% | +14.8% | -2.5% |
| YTD | +1.8% | -9.6% | +11.4% | +1.6% |
| 1Y | +5.6% | +2.9% | +2.7% | -0.2% |
| 3Y | +33.3% | +86.9% | -53.6% | -4.7% |
| All | -0.7% | +110.8% | -111.5% | -28.5% |
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