+33.3%
PLD vs ACHR
-19.6%
+52.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +14.7% | -16.0% | -2.2% |
| 7D | -0.8% | +5.7% | -6.5% | -1.2% |
| 30D | -0.3% | -4.9% | +4.7% | -0.1% |
| 3M | -8.0% | -15.1% | +7.1% | -7.4% |
| 6M | -9.8% | -30.7% | +20.9% | -8.3% |
| YTD | +1.8% | -41.0% | +42.7% | +4.1% |
| 1Y | +5.6% | -50.0% | +55.6% | +9.2% |
| 3Y | +33.3% | -17.0% | +50.3% | +25.1% |
| All | +33.3% | -19.6% | +52.8% | +25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling