+328.1%
AMGN vs PLD
+248.8%
+79.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.8% | -1.8% | +0.1% |
| 7D | 0.0% | +0.7% | -0.7% | -0.3% |
| 30D | +12.1% | +0.8% | +11.3% | +11.8% |
| 3M | +13.9% | -6.1% | +20.0% | +16.1% |
| 6M | +42.1% | -8.0% | +50.2% | +45.7% |
| YTD | +45.0% | +4.7% | +40.4% | +42.2% |
| 1Y | +49.3% | +7.2% | +42.1% | +45.2% |
| 3Y | +92.8% | +39.2% | +53.5% | +68.5% |
| 5Y | +156.7% | +1.9% | +154.8% | +143.4% |
| 10Y | +328.1% | +256.8% | +71.4% | +182.0% |
| All | +328.1% | +248.8% | +79.3% | +182.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling