+556.7%
QQQ vs PLD
+238.6%
+318.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.4% |
| 7D | +1.5% | -0.9% | +2.4% | +1.9% |
| 30D | -0.6% | -1.2% | +0.6% | -0.2% |
| 3M | +0.4% | -2.3% | +2.7% | +0.9% |
| 6M | +20.1% | +4.5% | +15.5% | +16.8% |
| YTD | +17.2% | +10.1% | +7.1% | +11.0% |
| 1Y | +24.7% | +25.9% | -1.2% | +10.8% |
| 3Y | +96.2% | +24.4% | +71.8% | +69.6% |
| 5Y | +94.4% | +15.5% | +78.9% | +71.0% |
| 10Y | +556.7% | +240.3% | +316.4% | +268.8% |
| All | +556.7% | +238.6% | +318.1% | +268.8% |
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