-69.4%
U vs PLD
+14.8%
-84.2%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.4% |
| 7D | -3.8% | -2.4% | -1.4% | -1.7% |
| 30D | +17.5% | -2.4% | +19.9% | +19.9% |
| 3M | +38.7% | -3.8% | +42.5% | +41.8% |
| 6M | +104.4% | 0.0% | +104.4% | +100.3% |
| YTD | -5.7% | +9.2% | -14.9% | -15.8% |
| 1Y | +3.7% | +25.9% | -22.2% | -20.2% |
| 3Y | +12.3% | +21.3% | -9.0% | -13.4% |
| All | -69.4% | +14.8% | -84.2% | -75.7% |
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 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