+267.4%
PLD vs AA
+45.1%
+222.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | +0.3% |
| 7D | +0.8% | +1.2% | -0.5% | +0.6% |
| 30D | +0.5% | -5.0% | +5.5% | +1.1% |
| 3M | -5.5% | -22.2% | +16.7% | -2.4% |
| 6M | -8.3% | -36.3% | +28.0% | -3.3% |
| YTD | +4.3% | -24.2% | +28.5% | +6.2% |
| 1Y | +7.4% | +3.9% | +3.6% | +3.9% |
| 3Y | +37.1% | +67.6% | -30.5% | +19.6% |
| 5Y | +1.3% | -8.8% | +10.2% | -6.8% |
| 10Y | +267.4% | +45.0% | +222.5% | +160.9% |
| All | +267.4% | +45.1% | +222.4% | +160.9% |
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