+113.9%
SOXX vs PLD
+27.5%
+86.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.7% | +4.2% | +3.6% |
| 7D | +2.2% | -2.4% | +4.6% | +2.6% |
| 30D | -2.0% | -2.4% | +0.4% | -1.7% |
| 3M | -13.7% | -3.8% | -9.9% | -13.3% |
| 6M | +52.4% | 0.0% | +52.4% | +48.9% |
| YTD | +72.8% | +9.2% | +63.6% | +65.0% |
| 1Y | +113.9% | +25.9% | +88.0% | +91.8% |
| All | +113.9% | +27.5% | +86.5% | +91.8% |
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 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