+160.1%
AMGN vs PLD
+0.2%
+160.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +1.1% | +1.3% | -0.2% | +0.8% |
| 30D | +9.3% | -1.4% | +10.7% | +9.7% |
| 3M | +12.1% | -8.2% | +20.3% | +14.5% |
| 6M | +40.3% | -8.0% | +48.3% | +43.1% |
| YTD | +45.2% | +3.2% | +42.0% | +43.6% |
| 1Y | +42.4% | +7.0% | +35.4% | +39.5% |
| 3Y | +91.0% | +38.3% | +52.7% | +74.2% |
| All | +160.1% | +0.2% | +160.0% | +142.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling