+23.8%
PLD vs AEM
+352.4%
-328.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.4% | -0.6% |
| 7D | -2.4% | -0.5% | -1.9% | -2.4% |
| 30D | -2.4% | +24.0% | -26.4% | -5.0% |
| 3M | -3.8% | +16.1% | -19.9% | -5.7% |
| 6M | 0.0% | -11.6% | +11.6% | +1.1% |
| YTD | +9.2% | +21.5% | -12.3% | +5.7% |
| 1Y | +25.9% | +39.2% | -13.3% | +18.9% |
| All | +23.8% | +352.4% | -328.6% | -15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling