+1,363.6%
AAPL vs PLD
+272.3%
+1,091.3%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.1% | +2.1% | +2.1% |
| 7D | +1.8% | -1.0% | +2.8% | +2.3% |
| 30D | +4.3% | -1.8% | +6.1% | +5.2% |
| 3M | +16.6% | -6.0% | +22.7% | +20.1% |
| 6M | +21.6% | -8.4% | +30.0% | +26.2% |
| YTD | +31.2% | +4.2% | +26.9% | +27.2% |
| 1Y | +29.6% | +6.2% | +23.3% | +24.4% |
| 3Y | +93.1% | +37.0% | +56.1% | +56.7% |
| 5Y | +146.2% | +1.2% | +145.0% | +129.9% |
| All | +1,363.6% | +272.3% | +1,091.3% | +722.2% |
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