+77.6%
V vs PLD
+33.1%
+44.4%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -2.7% |
| 7D | +2.9% | +0.4% | +2.5% | +2.9% |
| 30D | +14.0% | -0.1% | +14.1% | +14.0% |
| 3M | +14.9% | -7.9% | +22.8% | +17.1% |
| 6M | +31.7% | -7.0% | +38.7% | +33.7% |
| YTD | +21.2% | +3.1% | +18.2% | +19.5% |
| 1Y | +25.3% | +7.1% | +18.2% | +22.2% |
| All | +77.6% | +33.1% | +44.4% | +63.3% |
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