+169.4%
XLV vs PLD
+250.7%
-81.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.2% | -0.5% |
| 7D | -3.6% | -1.2% | -2.4% | -3.2% |
| 30D | -1.8% | -3.5% | +1.7% | -0.6% |
| 3M | +7.8% | -7.1% | +14.9% | +10.4% |
| 6M | +9.1% | +2.6% | +6.6% | +7.8% |
| YTD | +7.7% | +8.0% | -0.2% | +4.3% |
| 1Y | +20.4% | +22.1% | -1.6% | +11.4% |
| 3Y | +30.8% | +22.3% | +8.5% | +18.2% |
| 5Y | +34.6% | +17.3% | +17.3% | +20.7% |
| All | +169.4% | +250.7% | -81.3% | +72.2% |
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