-73.3%
U vs PLD
+0.2%
-73.4%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.1% | +5.1% | +5.2% |
| 7D | +2.6% | +1.3% | +1.2% | +1.3% |
| 30D | +27.6% | -1.4% | +28.9% | +28.3% |
| 3M | +15.3% | -8.2% | +23.5% | +23.5% |
| 6M | +96.4% | -8.0% | +104.4% | +106.4% |
| YTD | +19.6% | +3.2% | +16.4% | +11.4% |
| 1Y | +42.1% | +7.0% | +35.1% | +27.4% |
| 3Y | +87.5% | +38.3% | +49.3% | +21.1% |
| All | -73.3% | +0.2% | -73.4% | -76.8% |
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 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