-7.7%
SHOP vs PLD
+7.0%
-14.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.3% | -3.2% | -3.5% |
| 7D | +2.8% | +0.8% | +2.0% | +2.7% |
| 30D | -14.2% | +0.5% | -14.7% | -14.3% |
| 3M | -5.5% | -5.5% | 0.0% | -3.9% |
| 6M | +32.8% | -8.3% | +41.1% | +35.4% |
| YTD | -8.9% | +4.3% | -13.2% | -11.5% |
| 1Y | -7.7% | +7.4% | -15.2% | -12.7% |
| All | -7.7% | +7.0% | -14.7% | -12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling