+1,747.8%
PLD vs AA
+72.7%
+1,675.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.1% |
| 7D | -2.4% | -0.7% | -1.7% | -2.2% |
| 30D | -2.4% | +5.0% | -7.4% | -4.1% |
| 3M | -3.8% | -35.8% | +32.0% | +7.3% |
| 6M | 0.0% | -18.4% | +18.4% | +2.8% |
| YTD | +9.2% | -5.5% | +14.7% | +6.6% |
| 1Y | +25.9% | +61.0% | -35.0% | +3.9% |
| 3Y | +21.3% | +66.2% | -44.9% | -7.2% |
| 5Y | +14.1% | +11.4% | +2.7% | -11.5% |
| 10Y | +237.9% | +116.9% | +121.0% | +56.2% |
| All | +1,747.8% | +72.7% | +1,675.1% | +688.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling