+272.2%
PLD vs AEIS
+375.1%
-102.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.5% | -4.5% | -1.0% |
| 7D | -1.0% | +9.5% | -10.5% | -3.1% |
| 30D | -1.8% | -17.5% | +15.7% | +1.2% |
| 3M | -6.0% | -29.3% | +23.2% | -0.7% |
| 6M | -8.4% | -34.7% | +26.3% | -3.5% |
| YTD | +4.2% | +10.7% | -6.5% | -5.1% |
| 1Y | +6.2% | +7.4% | -1.2% | -2.8% |
| 3Y | +37.0% | +161.1% | -124.1% | -3.7% |
| 5Y | +1.2% | +150.7% | -149.5% | -29.8% |
| 10Y | +272.2% | +360.8% | -88.6% | +96.8% |
| All | +272.2% | +375.1% | -102.9% | +96.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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