+231.7%
PLD vs AA
+63.3%
+168.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.9% | -4.2% | -1.6% |
| 7D | -0.8% | +0.9% | -1.7% | -0.9% |
| 30D | -0.3% | -6.7% | +6.4% | +0.6% |
| 3M | -8.0% | -16.3% | +8.3% | -6.0% |
| 6M | -9.8% | -37.1% | +27.3% | -4.7% |
| YTD | +1.8% | -25.0% | +26.8% | +3.8% |
| 1Y | +5.6% | +8.6% | -3.0% | +1.5% |
| 3Y | +33.3% | +57.2% | -24.0% | +17.6% |
| 5Y | +0.3% | -13.0% | +13.3% | -7.0% |
| All | +231.7% | +63.3% | +168.3% | +150.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling