+1,034.1%
XLV vs PLD
+1,687.1%
-653.0%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.1% | +0.4% | +0.5% |
| 7D | +2.2% | +1.3% | +0.8% | +1.9% |
| 30D | +8.6% | -1.4% | +9.9% | +8.9% |
| 3M | +12.6% | -8.2% | +20.7% | +14.6% |
| 6M | +29.8% | -8.0% | +37.8% | +31.9% |
| YTD | +23.5% | +3.2% | +20.4% | +22.3% |
| 1Y | +25.7% | +7.0% | +18.7% | +23.6% |
| 3Y | +56.3% | +38.3% | +18.0% | +44.0% |
| 5Y | +53.1% | +0.2% | +52.9% | +49.2% |
| 10Y | +216.7% | +268.3% | -51.6% | +137.8% |
| All | +1,034.1% | +1,687.1% | -653.0% | +379.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling