-4.2%
ABT vs PLD
-0.1%
-4.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.2% | -2.0% | -2.8% |
| 7D | +3.5% | -0.8% | +4.3% | +3.9% |
| 30D | +12.0% | -0.3% | +12.3% | +12.1% |
| 3M | +2.5% | -8.0% | +10.5% | +5.7% |
| 6M | +29.1% | -9.8% | +38.9% | +33.9% |
| YTD | -10.1% | +1.8% | -11.9% | -11.0% |
| 1Y | -9.8% | +5.6% | -15.4% | -12.0% |
| 3Y | +23.3% | +33.3% | -10.0% | +6.8% |
| All | -4.2% | -0.1% | -4.1% | -4.6% |
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