+209.9%
AMGN vs PLD
+238.6%
-28.7%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.1% | +0.8% | -10.9% | -10.4% |
| 7D | -10.3% | -0.9% | -9.4% | -10.0% |
| 30D | -3.8% | -1.2% | -2.6% | -3.4% |
| 3M | +14.4% | -2.3% | +16.7% | +15.0% |
| 6M | +7.8% | +4.5% | +3.3% | +6.1% |
| YTD | +22.6% | +10.1% | +12.4% | +18.3% |
| 1Y | +44.2% | +25.9% | +18.3% | +33.0% |
| 3Y | +65.8% | +24.4% | +41.4% | +50.7% |
| 5Y | +108.0% | +15.5% | +92.5% | +88.4% |
| 10Y | +209.9% | +240.3% | -30.4% | +101.5% |
| All | +209.9% | +238.6% | -28.7% | +101.5% |
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 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