+156.3%
ACN vs PLD
+248.8%
-92.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.8% | -5.2% | -3.7% |
| 7D | -2.5% | +0.7% | -3.2% | -2.9% |
| 30D | +22.6% | +0.8% | +21.8% | +21.9% |
| 3M | +45.9% | -6.1% | +52.0% | +49.8% |
| 6M | +43.8% | -8.0% | +51.8% | +48.6% |
| YTD | -2.5% | +4.7% | -7.1% | -5.8% |
| 1Y | +6.5% | +7.2% | -0.7% | +1.6% |
| 3Y | -14.2% | +39.2% | -53.4% | -31.2% |
| 5Y | -24.4% | +1.9% | -26.3% | -29.5% |
| 10Y | +156.3% | +256.8% | -100.4% | +44.5% |
| All | +156.3% | +248.8% | -92.5% | +44.5% |
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