-40.6%
ACN vs PLD
+14.8%
-55.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.7% | -2.6% | -3.0% |
| 7D | -1.5% | -2.4% | +0.9% | -0.5% |
| 30D | +9.4% | -2.4% | +11.8% | +10.5% |
| 3M | +5.6% | -3.8% | +9.4% | +7.2% |
| 6M | -9.3% | 0.0% | -9.3% | -9.8% |
| YTD | -29.0% | +9.2% | -38.2% | -32.1% |
| 1Y | -24.7% | +25.9% | -50.6% | -32.6% |
| 3Y | -39.8% | +21.3% | -61.1% | -46.8% |
| All | -40.6% | +14.8% | -55.4% | -44.9% |
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