+33.3%
PLD vs AEIS
+117.1%
-83.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.1% | -7.4% | -2.1% |
| 7D | -0.8% | -11.3% | +10.5% | +0.5% |
| 30D | -0.3% | -32.6% | +32.3% | +4.8% |
| 3M | -8.0% | -39.2% | +31.1% | -2.2% |
| 6M | -9.8% | -45.4% | +35.6% | -3.6% |
| YTD | +1.8% | -5.8% | +7.6% | -6.2% |
| 1Y | +5.6% | -10.0% | +15.6% | -1.8% |
| 3Y | +33.3% | +121.2% | -87.9% | -16.4% |
| All | +33.3% | +117.1% | -83.9% | -16.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling