+240.3%
PLD vs AA
+121.7%
+118.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.5% | -2.7% | +0.3% |
| 7D | -0.9% | +1.7% | -2.5% | -1.1% |
| 30D | -1.2% | +3.3% | -4.5% | -1.8% |
| 3M | -2.3% | -29.4% | +27.1% | +2.1% |
| 6M | +4.5% | -12.8% | +17.3% | +5.1% |
| YTD | +10.1% | -2.1% | +12.3% | +8.4% |
| 1Y | +25.9% | +62.8% | -36.9% | +13.9% |
| 3Y | +24.4% | +90.5% | -66.1% | +6.9% |
| 5Y | +15.5% | +19.1% | -3.6% | +2.3% |
| 10Y | +240.3% | +124.8% | +115.5% | +129.3% |
| All | +240.3% | +121.7% | +118.6% | +129.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AA 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling