+8,434.7%
SHOP vs PLD
+371.1%
+8,063.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.2% | 0.0% |
| 7D | -5.1% | -2.4% | -2.7% | -3.5% |
| 30D | +0.6% | -2.4% | +3.0% | +2.3% |
| 3M | +25.0% | -3.8% | +28.8% | +27.7% |
| 6M | +11.9% | 0.0% | +11.9% | +10.5% |
| YTD | -9.9% | +9.2% | -19.1% | -16.9% |
| 1Y | 0.0% | +25.9% | -26.0% | -17.2% |
| 3Y | +117.5% | +21.3% | +96.2% | +81.6% |
| 5Y | -6.6% | +14.1% | -20.8% | -17.3% |
| 10Y | +3,320.3% | +237.9% | +3,082.5% | +1,539.8% |
| All | +8,434.7% | +371.1% | +8,063.6% | +2,866.8% |
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 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