+427.4%
PLD vs XRT
+549.2%
-121.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | -1.0% | -1.4% | +0.4% | +0.2% |
| 30D | -1.8% | +9.8% | -11.6% | -9.9% |
| 3M | -6.0% | +3.3% | -9.3% | -9.4% |
| 6M | -8.4% | +13.6% | -22.0% | -19.2% |
| YTD | +4.2% | +9.1% | -4.8% | -5.3% |
| 1Y | +6.2% | +15.1% | -8.8% | -8.2% |
| 3Y | +37.0% | +59.9% | -23.0% | -14.2% |
| 5Y | +1.2% | -1.7% | +2.9% | -8.1% |
| 10Y | +272.2% | +141.1% | +131.1% | +1.0% |
| All | +427.4% | +549.2% | -121.8% | -73.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling