+256.8%
PLD vs XYZ
+657.6%
-400.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.6% | -0.8% | +2.2% |
| 7D | +0.7% | +14.9% | -14.2% | -2.1% |
| 30D | +0.8% | +14.7% | -13.8% | -2.0% |
| 3M | -6.1% | +12.1% | -18.2% | -8.6% |
| 6M | -8.0% | +18.3% | -26.3% | -11.7% |
| YTD | +4.7% | +36.1% | -31.4% | -3.2% |
| 1Y | +7.2% | +35.3% | -28.1% | -1.0% |
| 3Y | +39.2% | +73.5% | -34.3% | +16.4% |
| 5Y | +1.9% | -61.6% | +63.5% | +5.6% |
| 10Y | +256.8% | +638.0% | -381.2% | +96.6% |
| All | +256.8% | +657.6% | -400.8% | +96.6% |
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