+256.8%
PLD vs AEE
+205.5%
+51.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.2% |
| 7D | +0.7% | +2.3% | -1.6% | -0.8% |
| 30D | +0.8% | +11.6% | -10.8% | -6.2% |
| 3M | -6.1% | +5.5% | -11.6% | -9.5% |
| 6M | -8.0% | +6.0% | -14.0% | -11.9% |
| YTD | +4.7% | +16.6% | -11.9% | -6.1% |
| 1Y | +7.2% | +12.1% | -4.8% | -1.3% |
| 3Y | +39.2% | +64.2% | -25.0% | -2.9% |
| 5Y | +1.9% | +59.1% | -57.2% | -27.6% |
| 10Y | +256.8% | +210.2% | +46.6% | +67.6% |
| All | +256.8% | +205.5% | +51.2% | +67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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