+448.7%
AXP vs PLD
+236.3%
+212.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.6% |
| 7D | +0.6% | -0.8% | +1.4% | +1.1% |
| 30D | +5.8% | -0.3% | +6.1% | +5.9% |
| 3M | -6.0% | -8.0% | +2.0% | -1.9% |
| 6M | +0.3% | -9.8% | +10.1% | +5.3% |
| YTD | -12.3% | +1.8% | -14.0% | -14.1% |
| 1Y | -11.2% | +5.6% | -16.8% | -14.9% |
| 3Y | +117.0% | +33.3% | +83.8% | +77.3% |
| 5Y | +93.2% | +0.3% | +92.9% | +81.0% |
| All | +448.7% | +236.3% | +212.4% | +199.7% |
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