+203.0%
AMAT vs PLD
+21.6%
+181.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.6% |
| 7D | -1.5% | -2.4% | +0.9% | -0.6% |
| 30D | -14.8% | -2.4% | -12.4% | -14.0% |
| 3M | -9.3% | -3.8% | -5.5% | -8.5% |
| 6M | +27.4% | 0.0% | +27.4% | +26.2% |
| YTD | +77.6% | +9.2% | +68.3% | +69.2% |
| 1Y | +188.9% | +25.9% | +163.0% | +158.5% |
| All | +203.0% | +21.6% | +181.4% | +147.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling