+33.3%
AMAT vs PLD
+6.4%
+26.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.1% | -11.4% | -13.1% |
| 7D | -24.3% | +0.4% | -24.7% | -24.2% |
| 30D | -39.8% | -0.1% | -39.7% | -39.6% |
| 3M | -40.2% | -7.9% | -32.2% | -39.0% |
| 6M | -22.1% | -7.0% | -15.2% | -21.5% |
| YTD | +24.7% | +3.1% | +21.6% | +21.5% |
| 1Y | +33.3% | +7.1% | +26.2% | +32.0% |
| All | +33.3% | +6.4% | +26.9% | +32.0% |
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