+517.9%
QQQ vs PLD
+248.8%
+269.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.8% | +0.7% | +2.3% |
| 7D | -0.3% | +0.7% | -0.9% | -0.5% |
| 30D | -9.6% | +0.8% | -10.4% | -9.9% |
| 3M | -5.9% | -6.1% | +0.2% | -3.4% |
| 6M | -4.3% | -8.0% | +3.7% | -1.4% |
| YTD | +11.0% | +4.7% | +6.3% | +7.4% |
| 1Y | +11.9% | +7.2% | +4.7% | +7.0% |
| 3Y | +86.7% | +39.2% | +47.5% | +52.1% |
| 5Y | +77.1% | +1.9% | +75.2% | +65.0% |
| 10Y | +517.9% | +256.8% | +261.1% | +246.0% |
| All | +517.9% | +248.8% | +269.1% | +246.0% |
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