+151.8%
ACN vs PLD
+268.0%
-116.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.3% | -0.9% |
| 7D | -5.7% | 0.0% | -5.7% | -5.8% |
| 30D | +17.0% | -3.7% | +20.8% | +18.9% |
| 3M | +39.9% | -7.9% | +47.8% | +45.0% |
| 6M | +50.2% | -9.2% | +59.4% | +56.2% |
| YTD | -4.2% | +3.1% | -7.2% | -6.8% |
| 1Y | +4.3% | +6.2% | -1.9% | -0.1% |
| 3Y | -17.1% | +35.4% | -52.5% | -32.8% |
| 5Y | -26.5% | +0.1% | -26.6% | -30.9% |
| All | +151.8% | +268.0% | -116.3% | +33.3% |
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