+93.5%
QQQ vs PLD
+21.6%
+71.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.4% |
| 7D | +0.4% | -2.4% | +2.7% | +1.0% |
| 30D | +0.2% | -2.4% | +2.7% | +0.9% |
| 3M | -2.8% | -3.8% | +1.0% | -2.1% |
| 6M | +18.0% | 0.0% | +18.0% | +17.3% |
| YTD | +17.3% | +9.2% | +8.1% | +13.4% |
| 1Y | +25.6% | +25.9% | -0.3% | +15.9% |
| All | +93.5% | +21.6% | +71.9% | +71.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling