+3,663.5%
SHOP vs PLD
+269.0%
+3,394.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | -2.5% | -1.0% | -1.5% | -1.7% |
| 30D | -16.7% | -1.8% | -14.9% | -15.6% |
| 3M | -2.2% | -6.0% | +3.9% | +2.3% |
| 6M | +45.6% | -8.4% | +53.9% | +53.6% |
| YTD | -7.3% | +4.2% | -11.5% | -11.8% |
| 1Y | -6.1% | +6.2% | -12.3% | -12.0% |
| 3Y | +143.3% | +37.0% | +106.4% | +81.9% |
| 5Y | +0.2% | +1.2% | -1.0% | -4.6% |
| 10Y | +3,663.5% | +272.2% | +3,391.3% | +1,898.8% |
| All | +3,663.5% | +269.0% | +3,394.5% | +1,898.8% |
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