+26.9%
XLV vs PLD
+27.5%
-0.5%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | +0.2% | -2.4% | +2.6% | +0.9% |
| 30D | +4.4% | -2.4% | +6.9% | +5.2% |
| 3M | +13.2% | -3.8% | +17.0% | +14.3% |
| 6M | +10.1% | 0.0% | +10.1% | +9.6% |
| YTD | +11.7% | +9.2% | +2.5% | +9.2% |
| 1Y | +26.9% | +25.9% | +1.0% | +18.8% |
| All | +26.9% | +27.5% | -0.5% | +18.8% |
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