+6,827.3%
AMAT vs PLD
+1,708.5%
+5,118.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +26.6% |
| YTD | +77.6% | +9.2% | +68.3% | +70.2% |
| 1Y | +188.9% | +25.9% | +163.0% | +161.7% |
| 3Y | +202.3% | +21.3% | +181.0% | +172.7% |
| 5Y | +248.9% | +14.1% | +234.8% | +220.8% |
| 10Y | +1,585.2% | +237.9% | +1,347.3% | +936.1% |
| All | +6,827.3% | +1,708.5% | +5,118.8% | +1,605.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling