+143.3%
AAPL vs PLD
+0.2%
+143.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.3% | +0.4% |
| 7D | +4.1% | +1.3% | +2.8% | +3.5% |
| 30D | +4.0% | -1.4% | +5.3% | +4.6% |
| 3M | +16.8% | -8.2% | +25.0% | +21.1% |
| 6M | +19.4% | -8.0% | +27.4% | +23.2% |
| YTD | +31.5% | +3.2% | +28.4% | +28.5% |
| 1Y | +31.0% | +7.0% | +24.0% | +25.8% |
| 3Y | +95.3% | +38.3% | +57.0% | +59.4% |
| All | +143.3% | +0.2% | +143.2% | +128.4% |
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