+588.0%
STX vs PLD
+31.5%
+556.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | -28.5% | -0.8% | -27.7% | -28.3% |
| 30D | -42.9% | -0.3% | -42.6% | -42.8% |
| 3M | -45.9% | -8.0% | -37.9% | -44.6% |
| 6M | -41.3% | -9.8% | -31.5% | -40.0% |
| YTD | +67.9% | +1.8% | +66.2% | +62.0% |
| 1Y | +66.5% | +5.6% | +60.9% | +57.9% |
| 3Y | +588.0% | +33.3% | +554.7% | +481.1% |
| All | +588.0% | +31.5% | +556.5% | +481.1% |
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