+56.7%
PLD vs ACHR
-52.6%
+109.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.3% | -5.5% | +2.2% |
| 7D | +0.7% | +15.3% | -14.7% | -0.5% |
| 30D | +0.8% | -3.0% | +3.8% | +0.8% |
| 3M | -6.1% | -14.0% | +7.8% | -5.5% |
| 6M | -8.0% | -25.8% | +17.8% | -6.9% |
| YTD | +4.7% | -36.0% | +40.7% | +6.7% |
| 1Y | +7.2% | -41.2% | +48.4% | +9.7% |
| 3Y | +39.2% | -8.6% | +47.8% | +28.0% |
| 5Y | +1.9% | -20.6% | +22.5% | -13.1% |
| All | +56.7% | -52.6% | +109.3% | +35.3% |
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