-9.4%
T vs PLD
+5.5%
-14.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.8% | -0.1% |
| 7D | +1.6% | 0.0% | +1.6% | +1.6% |
| 30D | -2.9% | -3.7% | +0.8% | -2.1% |
| 3M | -7.5% | -7.9% | +0.4% | -5.7% |
| 6M | -9.9% | -9.2% | -0.7% | -8.1% |
| YTD | -6.4% | +3.1% | -9.5% | -7.4% |
| 1Y | -9.4% | +6.2% | -15.6% | -11.7% |
| All | -9.4% | +5.5% | -14.9% | -11.7% |
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