+3,722.4%
ADI vs PLD
+1,585.1%
+2,137.3%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.1% |
| 7D | -12.8% | -0.8% | -12.0% | -12.6% |
| 30D | -11.3% | -0.3% | -11.1% | -11.3% |
| 3M | -3.4% | -8.0% | +4.7% | -0.6% |
| 6M | -12.0% | -9.8% | -2.2% | -9.3% |
| YTD | +35.3% | +1.8% | +33.5% | +33.8% |
| 1Y | +58.1% | +5.6% | +52.5% | +54.4% |
| 3Y | +127.4% | +33.3% | +94.1% | +104.2% |
| 5Y | +114.6% | +0.3% | +114.3% | +109.4% |
| 10Y | +589.3% | +241.6% | +347.7% | +358.2% |
| All | +3,722.4% | +1,585.1% | +2,137.3% | +916.1% |
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