+7.8%
PLD vs AEM
+22.8%
-15.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.8% | -2.0% | +2.4% |
| 7D | +0.7% | +17.8% | -17.1% | -0.7% |
| 30D | +0.8% | +6.2% | -5.4% | +0.2% |
| 3M | -6.1% | +12.5% | -18.7% | -7.2% |
| 6M | -8.0% | +4.4% | -12.4% | -8.2% |
| YTD | +4.7% | +19.2% | -14.6% | +5.0% |
| All | +7.8% | +22.8% | -15.0% | +8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 1y: compounded portfolio wealth divided by compounded AEM 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…
1y analysis · Full analysis span regression · 6 months rolling