+3,259.3%
SHOP vs PLD
+236.1%
+3,023.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | 0.0% |
| 7D | -5.1% | -2.4% | -2.7% | -3.4% |
| 30D | +0.6% | -2.4% | +3.0% | +2.4% |
| 3M | +25.0% | -3.8% | +28.8% | +27.7% |
| 6M | +11.9% | 0.0% | +11.9% | +10.4% |
| YTD | -9.9% | +9.2% | -19.1% | -17.1% |
| 1Y | 0.0% | +25.9% | -26.0% | -17.7% |
| 3Y | +117.5% | +21.3% | +96.2% | +80.3% |
| 5Y | -6.6% | +14.1% | -20.8% | -17.9% |
| All | +3,259.3% | +236.1% | +3,023.2% | +1,559.3% |
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