+109.8%
AAPL vs PLD
+13.9%
+96.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.8% | +0.6% |
| 7D | -3.0% | -0.7% | -2.3% | -2.7% |
| 30D | +2.3% | -2.2% | +4.5% | +3.3% |
| 3M | +8.6% | -7.4% | +16.0% | +12.1% |
| 6M | +21.6% | +1.9% | +19.6% | +19.8% |
| YTD | +16.3% | +7.9% | +8.4% | +11.6% |
| 1Y | +35.1% | +25.1% | +10.0% | +20.7% |
| 3Y | +79.4% | +21.9% | +57.5% | +56.8% |
| 5Y | +109.8% | +16.3% | +93.5% | +84.5% |
| All | +109.8% | +13.9% | +96.0% | +84.5% |
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