+64.9%
PLD vs ACHR
-42.6%
+107.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.7% |
| 7D | -0.9% | +4.9% | -5.7% | -1.2% |
| 30D | -1.2% | +4.3% | -5.5% | -1.7% |
| 3M | -2.3% | +1.7% | -4.1% | -3.2% |
| 6M | +4.5% | -6.9% | +11.4% | +4.0% |
| YTD | +10.1% | -22.5% | +32.6% | +10.9% |
| 1Y | +25.9% | -31.5% | +57.4% | +27.0% |
| 3Y | +24.4% | -14.4% | +38.8% | +15.3% |
| 5Y | +15.5% | -41.6% | +57.1% | -0.5% |
| All | +64.9% | -42.6% | +107.5% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACHR.
Daily Out/Under-Performance
Portfolio return minus ACHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACHR 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 ACHR 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