+3,708.6%
ADI vs PLD
+1,708.5%
+2,000.1%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.9% |
| 7D | +0.4% | -2.4% | +2.8% | +1.2% |
| 30D | -3.8% | -2.4% | -1.4% | -3.0% |
| 3M | -15.3% | -3.8% | -11.5% | -14.5% |
| 6M | +6.7% | 0.0% | +6.7% | +6.3% |
| YTD | +34.8% | +9.2% | +25.5% | +30.2% |
| 1Y | +49.0% | +25.9% | +23.1% | +37.1% |
| 3Y | +108.1% | +21.3% | +86.8% | +92.4% |
| 5Y | +142.4% | +14.1% | +128.3% | +126.6% |
| 10Y | +589.9% | +237.9% | +352.0% | +358.1% |
| All | +3,708.6% | +1,708.5% | +2,000.1% | +888.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling