+42.4%
XLE vs PLD
+7.1%
+35.3%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +1.9% | +1.9% |
| 7D | -0.2% | -1.0% | +0.8% | -0.2% |
| 30D | -4.0% | -1.8% | -2.2% | -3.9% |
| 3M | +4.6% | -6.0% | +10.7% | +4.6% |
| 6M | +12.3% | -8.4% | +20.7% | +12.2% |
| YTD | +44.5% | +4.2% | +40.3% | +36.8% |
| 1Y | +42.4% | +6.2% | +36.2% | +34.4% |
| All | +42.4% | +7.1% | +35.3% | +34.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling