+256.8%
PLD vs AEIS
+358.4%
-101.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +11.3% | -8.5% | +0.5% |
| 7D | +0.7% | +1.0% | -0.3% | -0.1% |
| 30D | +0.8% | -24.0% | +24.8% | +5.7% |
| 3M | -6.1% | -32.5% | +26.4% | +0.2% |
| 6M | -8.0% | -38.6% | +30.6% | -1.9% |
| YTD | +4.7% | +4.8% | -0.2% | -3.7% |
| 1Y | +7.2% | +1.3% | +5.9% | -0.7% |
| 3Y | +39.2% | +159.2% | -120.0% | -2.2% |
| 5Y | +1.9% | +140.8% | -138.9% | -28.7% |
| 10Y | +256.8% | +349.8% | -93.0% | +90.9% |
| All | +256.8% | +358.4% | -101.7% | +90.9% |
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