+93.6%
AAPL vs PLD
+31.5%
+62.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.1% |
| 7D | -0.7% | -0.8% | +0.1% | -0.3% |
| 30D | +1.7% | -0.3% | +2.0% | +1.7% |
| 3M | +9.7% | -8.0% | +17.7% | +13.0% |
| 6M | +19.3% | -9.8% | +29.1% | +23.5% |
| YTD | +26.3% | +1.8% | +24.5% | +24.5% |
| 1Y | +27.4% | +5.6% | +21.8% | +23.7% |
| 3Y | +93.6% | +33.3% | +60.3% | +71.8% |
| All | +93.6% | +31.5% | +62.1% | +71.8% |
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