+11.8%
AAL vs PLD
+36.4%
-24.6%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.1% | -1.1% |
| 7D | -0.1% | +1.3% | -1.4% | -0.8% |
| 30D | +11.7% | -1.4% | +13.1% | +12.8% |
| 3M | -12.5% | -8.2% | -4.4% | -7.6% |
| 6M | +3.6% | -8.0% | +11.6% | +8.7% |
| YTD | -14.1% | +3.2% | -17.2% | -15.9% |
| 1Y | +0.8% | +7.0% | -6.3% | -3.6% |
| 3Y | +11.8% | +38.3% | -26.5% | -11.8% |
| All | +11.8% | +36.4% | -24.6% | -11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling