+469.1%
AXP vs PLD
+236.1%
+233.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.7% |
| 7D | -2.1% | -2.4% | +0.3% | -0.9% |
| 30D | -6.5% | -2.4% | -4.1% | -5.3% |
| 3M | +4.6% | -3.8% | +8.4% | +6.3% |
| 6M | +5.4% | 0.0% | +5.4% | +4.6% |
| YTD | -11.1% | +9.2% | -20.4% | -16.1% |
| 1Y | -0.3% | +25.9% | -26.2% | -13.2% |
| 3Y | +111.6% | +21.3% | +90.3% | +82.9% |
| 5Y | +117.6% | +14.1% | +103.4% | +89.4% |
| All | +469.1% | +236.1% | +233.0% | +195.4% |
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