+130.8%
AMGN vs PLD
+14.8%
+116.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.8% | -1.4% |
| 7D | +1.1% | -2.4% | +3.5% | +1.7% |
| 30D | +7.8% | -2.4% | +10.3% | +8.5% |
| 3M | +27.3% | -3.8% | +31.0% | +28.4% |
| 6M | +16.8% | 0.0% | +16.8% | +16.7% |
| YTD | +36.3% | +9.2% | +27.1% | +33.0% |
| 1Y | +60.4% | +25.9% | +34.5% | +50.8% |
| 3Y | +86.3% | +21.3% | +65.0% | +73.7% |
| All | +130.8% | +14.8% | +116.0% | +119.0% |
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 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