+476.2%
STX vs PLD
+0.2%
+476.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | +14.6% | +1.3% | +13.3% | +14.1% |
| 30D | -26.0% | -1.4% | -24.6% | -25.5% |
| 3M | -42.6% | -8.2% | -34.5% | -40.7% |
| 6M | -35.3% | -8.0% | -27.3% | -33.9% |
| YTD | +92.5% | +3.2% | +89.3% | +85.3% |
| 1Y | +102.4% | +7.0% | +95.4% | +91.4% |
| 3Y | +673.8% | +38.3% | +635.5% | +530.8% |
| All | +476.2% | +0.2% | +476.0% | +397.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling