+61.4%
AMAT vs PLD
+9.3%
+52.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.0% | -3.6% |
| 7D | -11.2% | +4.9% | -16.1% | -12.0% |
| 30D | -31.9% | +2.6% | -34.4% | -32.1% |
| 3M | -32.3% | -4.8% | -27.6% | -31.6% |
| 6M | -5.4% | -3.9% | -1.5% | -5.8% |
| YTD | +44.3% | +5.3% | +38.9% | +40.1% |
| 1Y | +61.4% | +9.3% | +52.1% | +60.3% |
| All | +61.4% | +9.3% | +52.1% | +60.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling