+1,747.8%
PLD vs AEIS
+1,241.2%
+506.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.4% | -3.1% | -1.2% |
| 7D | -2.4% | +3.0% | -5.3% | -2.9% |
| 30D | -2.4% | -14.6% | +12.2% | +0.1% |
| 3M | -3.8% | -12.4% | +8.6% | -3.4% |
| 6M | 0.0% | -15.0% | +15.0% | +0.2% |
| YTD | +9.2% | +34.3% | -25.1% | -0.1% |
| 1Y | +25.9% | +87.4% | -61.5% | +7.4% |
| 3Y | +21.3% | +139.8% | -118.5% | -3.3% |
| 5Y | +14.1% | +220.7% | -206.6% | -15.0% |
| 10Y | +237.9% | +531.6% | -293.7% | +107.3% |
| All | +1,747.8% | +1,241.2% | +506.6% | +695.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling