+542.4%
QQQ vs PLD
+268.0%
+274.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | +0.2% |
| 7D | +6.4% | 0.0% | +6.4% | +6.4% |
| 30D | -7.5% | -3.7% | -3.7% | -5.9% |
| 3M | -4.8% | -7.9% | +3.1% | -1.4% |
| 6M | -2.5% | -9.2% | +6.7% | +1.0% |
| YTD | +12.4% | +3.1% | +9.3% | +9.5% |
| 1Y | +11.3% | +6.2% | +5.1% | +6.9% |
| 3Y | +85.0% | +35.4% | +49.5% | +52.5% |
| 5Y | +79.6% | +0.1% | +79.5% | +68.8% |
| All | +542.4% | +268.0% | +274.4% | +258.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling