+15.2%
PLD vs XME
+176.2%
-161.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | -2.4% | +6.0% | -8.4% | -4.5% |
| 3M | -3.8% | -7.7% | +3.9% | -1.8% |
| 6M | 0.0% | +1.0% | -0.9% | -1.7% |
| YTD | +9.2% | +14.6% | -5.4% | +1.6% |
| 1Y | +25.9% | +46.0% | -20.0% | +5.3% |
| 3Y | +21.3% | +127.0% | -105.7% | -16.9% |
| All | +15.2% | +176.2% | -161.0% | -24.2% |
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