+65.7%
AMGN vs PLD
+9.3%
+56.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.8% | +2.0% | +3.2% |
| 7D | +5.9% | +4.9% | +1.0% | +4.3% |
| 30D | +18.7% | +2.6% | +16.2% | +17.5% |
| 3M | +23.4% | -4.8% | +28.2% | +25.2% |
| 6M | +49.7% | -3.9% | +53.6% | +50.9% |
| YTD | +49.2% | +5.3% | +43.9% | +47.1% |
| 1Y | +65.7% | +9.3% | +56.5% | +60.5% |
| All | +65.7% | +9.3% | +56.5% | +60.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling