+247.2%
AMAT vs PLD
+14.8%
+232.4%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.7% | +5.0% | +4.7% |
| 7D | -1.5% | -2.4% | +0.9% | -0.3% |
| 30D | -14.8% | -2.4% | -12.4% | -13.7% |
| 3M | -9.3% | -3.8% | -5.5% | -8.4% |
| 6M | +27.4% | 0.0% | +27.4% | +26.1% |
| YTD | +77.6% | +9.2% | +68.3% | +67.3% |
| 1Y | +188.9% | +25.9% | +163.0% | +151.7% |
| 3Y | +202.3% | +21.3% | +181.0% | +158.6% |
| All | +247.2% | +14.8% | +232.4% | +207.3% |
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 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