+629.7%
AMZN vs PLD
+254.7%
+375.1%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.6% |
| 7D | +8.0% | +0.8% | +7.3% | +7.7% |
| 30D | +3.2% | +0.5% | +2.7% | +2.9% |
| 3M | -2.6% | -5.5% | +2.9% | -0.3% |
| 6M | -0.7% | -8.3% | +7.7% | +2.5% |
| YTD | +17.4% | +4.3% | +13.1% | +13.9% |
| 1Y | +9.0% | +7.4% | +1.6% | +4.4% |
| 3Y | +88.7% | +37.1% | +51.6% | +56.9% |
| 5Y | +55.6% | +1.3% | +54.3% | +47.0% |
| 10Y | +629.7% | +267.4% | +362.3% | +366.3% |
| All | +629.7% | +254.7% | +375.1% | +366.3% |
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