+228.6%
ABT vs PLD
+269.0%
-40.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | -5.4% | -1.0% | -4.4% | -5.0% |
| 30D | +8.0% | -1.8% | +9.8% | +8.8% |
| 3M | +0.2% | -6.0% | +6.3% | +2.8% |
| 6M | +34.1% | -8.4% | +42.5% | +38.8% |
| YTD | -10.6% | +4.2% | -14.8% | -12.6% |
| 1Y | -11.8% | +6.2% | -18.0% | -14.5% |
| 3Y | +23.9% | +37.0% | -13.1% | +4.5% |
| 5Y | -5.1% | +1.2% | -6.3% | -9.9% |
| 10Y | +228.6% | +272.2% | -43.6% | +111.1% |
| All | +228.6% | +269.0% | -40.4% | +111.1% |
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