+804.3%
XLK vs PLD
+237.0%
+567.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +1.0% |
| 7D | +2.3% | -0.7% | +3.0% | +2.6% |
| 30D | +0.8% | -2.2% | +3.1% | +1.8% |
| 3M | +4.1% | -7.4% | +11.4% | +7.2% |
| 6M | +34.8% | +1.9% | +32.8% | +32.2% |
| YTD | +30.8% | +7.9% | +22.9% | +24.4% |
| 1Y | +42.4% | +25.1% | +17.3% | +25.4% |
| 3Y | +121.8% | +21.9% | +99.9% | +91.0% |
| 5Y | +146.6% | +16.3% | +130.3% | +113.1% |
| 10Y | +804.3% | +249.9% | +554.4% | +382.3% |
| All | +804.3% | +237.0% | +567.2% | +382.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling