+19.4%
XLK vs PLD
+6.9%
+12.5%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.1% | -2.0% |
| 7D | +3.4% | +1.3% | +2.0% | +3.3% |
| 30D | -10.6% | -1.4% | -9.2% | -10.5% |
| 3M | -10.6% | -8.2% | -2.5% | -10.6% |
| 6M | -3.5% | -8.0% | +4.5% | -3.4% |
| YTD | +18.7% | +3.2% | +15.5% | +19.0% |
| 1Y | +19.4% | +7.0% | +12.4% | +20.1% |
| All | +19.4% | +6.9% | +12.5% | +20.1% |
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