+3,781.0%
SHOP vs PLD
+268.4%
+3,512.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.1% |
| 7D | -1.2% | +1.3% | -2.6% | -2.2% |
| 30D | -14.7% | -1.4% | -13.4% | -13.9% |
| 3M | -7.2% | -8.2% | +0.9% | -1.3% |
| 6M | +54.2% | -8.0% | +62.2% | +62.1% |
| YTD | -8.6% | +3.2% | -11.8% | -12.4% |
| 1Y | +0.5% | +7.0% | -6.5% | -6.5% |
| 3Y | +135.9% | +38.3% | +97.7% | +74.8% |
| 5Y | -11.9% | +0.2% | -12.1% | -15.4% |
| All | +3,781.0% | +268.4% | +3,512.6% | +1,828.0% |
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