+236.9%
PLD vs AG
+65.2%
+171.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.2% | -0.6% |
| 7D | -2.4% | +1.0% | -3.4% | -2.5% |
| 30D | -2.4% | +19.2% | -21.6% | -3.9% |
| 3M | -3.8% | +6.2% | -9.9% | -4.7% |
| 6M | 0.0% | -26.7% | +26.7% | +1.6% |
| YTD | +9.2% | +26.1% | -16.9% | +5.4% |
| 1Y | +25.9% | +131.7% | -105.7% | +14.5% |
| 3Y | +21.3% | +255.3% | -234.0% | +3.1% |
| 5Y | +14.1% | +61.9% | -47.8% | +0.8% |
| All | +236.9% | +65.2% | +171.7% | +217.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 10y: compounded portfolio wealth divided by compounded AG 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…
10y analysis · Full analysis span regression · 6 months rolling