+8,757.3%
STX vs PLD
+953.4%
+7,803.9%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -2.1% | -14.1% | -15.4% |
| 7D | -33.4% | +0.4% | -33.8% | -33.5% |
| 30D | -42.1% | -0.1% | -42.0% | -42.1% |
| 3M | -44.3% | -7.9% | -36.3% | -42.6% |
| 6M | -39.4% | -7.0% | -32.4% | -38.4% |
| YTD | +70.0% | +3.1% | +66.9% | +65.1% |
| 1Y | +70.2% | +7.1% | +63.1% | +62.8% |
| 3Y | +585.2% | +32.9% | +552.3% | +493.8% |
| 5Y | +455.7% | +1.5% | +454.1% | +426.9% |
| 10Y | +2,007.9% | +245.9% | +1,762.0% | +1,114.3% |
| All | +8,757.3% | +953.4% | +7,803.9% | +2,558.1% |
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 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