+133.0%
AAPL vs PLD
-0.1%
+133.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | 0.0% |
| 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% | +13.7% |
| 6M | +19.3% | -9.8% | +29.1% | +24.2% |
| YTD | +26.3% | +1.8% | +24.5% | +24.2% |
| 1Y | +27.4% | +5.6% | +21.8% | +23.1% |
| 3Y | +93.6% | +33.3% | +60.3% | +60.9% |
| All | +133.0% | -0.1% | +133.1% | +117.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling