+2,926.4%
V vs PLD
+382.2%
+2,544.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.7% |
| 7D | -1.7% | -2.4% | +0.7% | -0.9% |
| 30D | +2.0% | -2.4% | +4.4% | +2.8% |
| 3M | +17.4% | -3.8% | +21.2% | +18.6% |
| 6M | +17.5% | 0.0% | +17.5% | +16.9% |
| YTD | +7.6% | +9.2% | -1.6% | +3.7% |
| 1Y | +7.7% | +25.9% | -18.2% | -1.2% |
| 3Y | +54.7% | +21.3% | +33.4% | +40.7% |
| 5Y | +73.0% | +14.1% | +58.9% | +58.6% |
| 10Y | +390.9% | +237.9% | +153.0% | +212.0% |
| All | +2,926.4% | +382.2% | +2,544.3% | +1,489.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling