-8.4%
T vs PLD
+5.4%
-13.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.6% |
| 7D | +1.0% | -0.8% | +1.8% | +1.2% |
| 30D | -10.6% | -0.3% | -10.3% | -10.7% |
| 3M | -7.7% | -8.0% | +0.3% | -5.9% |
| 6M | -13.3% | -9.8% | -3.5% | -11.4% |
| YTD | -8.8% | +1.8% | -10.5% | -9.0% |
| 1Y | -8.4% | +5.6% | -14.0% | -9.8% |
| All | -8.4% | +5.4% | -13.8% | -9.8% |
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