+38.3%
PLD vs AEM
+301.1%
-262.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +1.3% | -6.8% | +8.2% | +2.1% |
| 30D | -1.4% | +0.8% | -2.2% | -1.7% |
| 3M | -8.2% | -0.8% | -7.3% | -8.4% |
| 6M | -8.0% | -8.5% | +0.5% | -7.4% |
| YTD | +3.2% | +5.9% | -2.8% | +1.3% |
| 1Y | +7.0% | +6.6% | +0.4% | +4.9% |
| 3Y | +38.3% | +302.2% | -263.9% | -5.9% |
| All | +38.3% | +301.1% | -262.8% | -5.9% |
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