+331.1%
AMD vs PLD
+21.6%
+309.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.7% | +5.4% | +5.0% |
| 7D | +2.6% | -2.4% | +5.0% | +3.6% |
| 30D | -0.9% | -2.4% | +1.5% | +0.1% |
| 3M | -8.7% | -3.8% | -4.9% | -8.0% |
| 6M | +136.3% | 0.0% | +136.3% | +134.3% |
| YTD | +123.0% | +9.2% | +113.8% | +111.0% |
| 1Y | +195.2% | +25.9% | +169.3% | +159.1% |
| All | +331.1% | +21.6% | +309.5% | +253.6% |
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