+146.4%
SHOP vs PLD
+31.5%
+114.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +4.3% |
| 7D | -5.4% | -0.8% | -4.7% | -4.9% |
| 30D | -10.3% | -0.3% | -10.0% | -10.2% |
| 3M | +1.0% | -8.0% | +9.0% | +6.0% |
| 6M | +41.2% | -9.8% | +51.0% | +48.7% |
| YTD | -7.5% | +1.8% | -9.3% | -10.3% |
| 1Y | -4.6% | +5.6% | -10.2% | -9.8% |
| 3Y | +146.4% | +33.3% | +113.2% | +102.8% |
| All | +146.4% | +31.5% | +114.9% | +102.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling