+3,647.2%
SHOP vs PLD
+248.8%
+3,398.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.7% | 0.0% |
| 7D | -2.7% | +0.7% | -3.4% | -3.0% |
| 30D | -11.0% | +0.8% | -11.8% | -11.5% |
| 3M | +0.3% | -6.1% | +6.4% | +5.0% |
| 6M | +37.7% | -8.0% | +45.7% | +44.9% |
| YTD | -5.5% | +4.7% | -10.2% | -10.4% |
| 1Y | -0.2% | +7.2% | -7.4% | -7.2% |
| 3Y | +151.9% | +39.2% | +112.7% | +86.0% |
| 5Y | -2.2% | +1.9% | -4.1% | -7.3% |
| 10Y | +3,647.2% | +256.8% | +3,390.4% | +1,825.0% |
| All | +3,647.2% | +248.8% | +3,398.4% | +1,825.0% |
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