+15.2%
PLD vs ACI
-42.9%
+58.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | -2.4% | +0.2% | -2.5% | -2.4% |
| 30D | -2.4% | +5.9% | -8.3% | -3.3% |
| 3M | -3.8% | -19.8% | +16.0% | -1.0% |
| 6M | 0.0% | -24.7% | +24.8% | +3.7% |
| YTD | +9.2% | -24.4% | +33.6% | +13.0% |
| 1Y | +25.9% | -31.5% | +57.4% | +32.4% |
| 3Y | +21.3% | -38.7% | +60.0% | +29.4% |
| All | +15.2% | -42.9% | +58.2% | +19.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling