+8,355.9%
SHOP vs PLD
+344.5%
+8,011.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -2.1% | -3.9% | -4.5% |
| 7D | -13.9% | +0.4% | -14.3% | -14.0% |
| 30D | -12.6% | -0.1% | -12.5% | -12.5% |
| 3M | -0.3% | -7.9% | +7.6% | +5.6% |
| 6M | +33.6% | -7.0% | +40.5% | +39.0% |
| YTD | -10.7% | +3.1% | -13.8% | -14.2% |
| 1Y | -11.8% | +7.1% | -18.8% | -17.6% |
| 3Y | +133.9% | +32.9% | +101.0% | +81.4% |
| 5Y | -5.9% | +1.5% | -7.5% | -9.9% |
| 10Y | +3,571.8% | +245.9% | +3,325.9% | +1,664.9% |
| All | +8,355.9% | +344.5% | +8,011.4% | +2,963.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling