+257.2%
PLD vs XYZ
+597.9%
-340.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.8% | -2.7% | -0.4% |
| 7D | +1.3% | -1.1% | +2.4% | +1.5% |
| 30D | -1.4% | +11.5% | -12.9% | -3.6% |
| 3M | -8.2% | +1.8% | -10.0% | -8.9% |
| 6M | -8.0% | +21.2% | -29.2% | -12.2% |
| YTD | +3.2% | +29.9% | -26.8% | -3.8% |
| 1Y | +7.0% | +35.8% | -28.7% | -1.3% |
| 3Y | +38.3% | +62.6% | -24.3% | +17.1% |
| 5Y | +0.2% | -62.8% | +63.0% | +4.3% |
| All | +257.2% | +597.9% | -340.6% | +112.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 10y: compounded portfolio wealth divided by compounded XYZ 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…
10y analysis · Full analysis span regression · 6 months rolling