+68.3%
PLD vs ACI
+29.9%
+38.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.4% | +2.2% | -0.8% |
| 7D | -0.8% | -2.2% | +1.4% | -0.5% |
| 30D | -0.3% | +10.3% | -10.6% | -1.6% |
| 3M | -8.0% | +7.2% | -15.2% | -9.0% |
| 6M | -9.8% | -18.0% | +8.2% | -8.0% |
| YTD | +1.8% | -22.0% | +23.8% | +4.2% |
| 1Y | +5.6% | -23.4% | +29.0% | +8.4% |
| 3Y | +33.3% | -35.8% | +69.1% | +39.6% |
| 5Y | +0.3% | -43.7% | +44.0% | +5.1% |
| All | +68.3% | +29.9% | +38.4% | +57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling