+1,587.5%
AMAT vs PLD
+236.1%
+1,351.3%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.7% |
| 7D | -1.5% | -2.4% | +0.9% | -0.2% |
| 30D | -14.8% | -2.4% | -12.4% | -13.6% |
| 3M | -9.3% | -3.8% | -5.5% | -8.3% |
| 6M | +27.4% | 0.0% | +27.4% | +26.0% |
| YTD | +77.6% | +9.2% | +68.3% | +66.2% |
| 1Y | +188.9% | +25.9% | +163.0% | +148.0% |
| 3Y | +202.3% | +21.3% | +181.0% | +154.9% |
| 5Y | +248.9% | +14.1% | +234.8% | +199.0% |
| All | +1,587.5% | +236.1% | +1,351.3% | +687.3% |
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