+117.1%
AMAT vs PLD
0.0%
+117.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -2.1% | -11.4% | -12.5% |
| 7D | -24.3% | +0.4% | -24.7% | -24.4% |
| 30D | -39.8% | -0.1% | -39.7% | -39.8% |
| 3M | -40.2% | -7.9% | -32.2% | -37.6% |
| 6M | -22.1% | -7.0% | -15.2% | -20.1% |
| YTD | +24.7% | +3.1% | +21.6% | +20.9% |
| 1Y | +33.3% | +7.1% | +26.2% | +26.4% |
| 3Y | +133.9% | +32.9% | +101.0% | +87.3% |
| 5Y | +117.1% | +1.5% | +115.5% | +87.8% |
| All | +117.1% | 0.0% | +117.1% | +87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling