+70.6%
PLD vs ACI
+32.8%
+37.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.2% |
| 7D | +1.3% | +2.3% | -0.9% | +1.1% |
| 30D | -1.4% | +1.2% | -2.6% | -1.6% |
| 3M | -8.2% | +6.8% | -14.9% | -9.1% |
| 6M | -8.0% | -18.7% | +10.7% | -6.0% |
| YTD | +3.2% | -20.2% | +23.4% | +5.3% |
| 1Y | +7.0% | -23.7% | +30.8% | +10.0% |
| 3Y | +38.3% | -31.6% | +69.9% | +43.6% |
| 5Y | +0.2% | -42.8% | +43.0% | +4.8% |
| All | +70.6% | +32.8% | +37.7% | +59.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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