+46.9%
PM vs PLD
+9.3%
+37.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.8% | -0.2% | +1.1% |
| 7D | +4.3% | +4.9% | -0.6% | +3.0% |
| 30D | +11.5% | +2.6% | +8.9% | +10.6% |
| 3M | +13.0% | -4.8% | +17.8% | +14.3% |
| 6M | +25.9% | -3.9% | +29.8% | +26.4% |
| YTD | +34.0% | +5.3% | +28.7% | +30.5% |
| 1Y | +46.9% | +9.3% | +37.6% | +41.6% |
| All | +46.9% | +9.3% | +37.6% | +41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 1y: compounded portfolio wealth divided by compounded PLD 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…
1y analysis · Full analysis span regression · 6 months rolling