+1,598.7%
PLD vs AEE
+813.9%
+784.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.8% |
| 7D | -2.4% | +0.3% | -2.7% | -2.6% |
| 30D | -2.4% | -2.3% | -0.2% | -0.9% |
| 3M | -3.8% | +0.2% | -4.0% | -4.3% |
| 6M | 0.0% | -4.7% | +4.8% | +3.0% |
| YTD | +9.2% | +8.1% | +1.1% | +2.5% |
| 1Y | +25.9% | +8.5% | +17.4% | +17.6% |
| 3Y | +21.3% | +48.9% | -27.6% | -11.8% |
| 5Y | +14.1% | +39.9% | -25.8% | -13.6% |
| 10Y | +237.9% | +186.5% | +51.3% | +45.8% |
| All | +1,598.7% | +813.9% | +784.8% | +325.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling