-0.7%
PLD vs XYZ
-64.1%
+63.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -1.5% |
| 7D | -0.8% | +12.1% | -12.9% | -2.9% |
| 30D | -0.3% | +12.4% | -12.6% | -2.5% |
| 3M | -8.0% | +8.2% | -16.2% | -9.7% |
| 6M | -9.8% | +20.7% | -30.5% | -13.5% |
| YTD | +1.8% | +31.3% | -29.5% | -4.7% |
| 1Y | +5.6% | +20.5% | -14.9% | +0.2% |
| 3Y | +33.3% | +72.6% | -39.4% | +12.3% |
| All | -0.7% | -64.1% | +63.4% | -6.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling