+89.1%
U vs PLD
+33.1%
+56.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | -2.1% | +17.1% | +16.2% |
| 7D | +24.3% | +0.4% | +23.9% | +23.7% |
| 30D | +8.6% | -0.1% | +8.7% | +8.4% |
| 3M | +37.6% | -7.9% | +45.5% | +44.2% |
| 6M | +78.5% | -7.0% | +85.5% | +83.7% |
| YTD | +10.5% | +3.1% | +7.4% | +5.1% |
| 1Y | +15.2% | +7.1% | +8.1% | +6.3% |
| All | +89.1% | +33.1% | +56.0% | +42.5% |
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