+152.3%
ACN vs PLD
+268.4%
-116.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | -3.8% | +1.3% | -5.2% | -4.5% |
| 30D | +16.5% | -1.4% | +17.9% | +17.0% |
| 3M | +41.5% | -8.2% | +49.6% | +46.8% |
| 6M | +60.1% | -8.0% | +68.1% | +65.4% |
| YTD | -3.9% | +3.2% | -7.1% | -6.7% |
| 1Y | +4.1% | +7.0% | -2.9% | -0.7% |
| 3Y | -15.9% | +38.3% | -54.1% | -32.5% |
| 5Y | -26.3% | +0.2% | -26.5% | -30.8% |
| All | +152.3% | +268.4% | -116.1% | +33.5% |
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 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