+39.2%
PLD vs XRT
+58.4%
-19.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.7% | -0.8% | +0.7% |
| 7D | +0.7% | +2.5% | -1.8% | -0.8% |
| 30D | +0.8% | +10.3% | -9.5% | -5.0% |
| 3M | -6.1% | +2.4% | -8.5% | -7.6% |
| 6M | -8.0% | +10.0% | -18.0% | -13.8% |
| YTD | +4.7% | +9.5% | -4.9% | -2.0% |
| 1Y | +7.2% | +17.2% | -10.0% | -4.1% |
| 3Y | +39.2% | +62.0% | -22.8% | -5.2% |
| All | +39.2% | +58.4% | -19.2% | -5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 3y: compounded portfolio wealth divided by compounded XRT 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…
3y analysis · Full analysis span regression · 6 months rolling