+38.3%
PLD vs ACHR
-19.2%
+57.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.9% | +7.0% | +0.5% |
| 7D | +1.3% | -9.2% | +10.6% | +1.9% |
| 30D | -1.4% | -1.0% | -0.4% | -1.5% |
| 3M | -8.2% | -42.2% | +34.0% | -5.1% |
| 6M | -8.0% | -38.2% | +30.2% | -5.8% |
| YTD | +3.2% | -46.4% | +49.6% | +6.2% |
| 1Y | +7.0% | -49.4% | +56.4% | +10.4% |
| 3Y | +38.3% | -22.5% | +60.8% | +30.5% |
| All | +38.3% | -19.2% | +57.5% | +30.5% |
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