+7.4%
PLD vs AG
+24.7%
-17.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.9% | +5.5% | -0.1% |
| 7D | +0.8% | +6.0% | -5.2% | +0.6% |
| 30D | +0.5% | -13.5% | +14.0% | +0.9% |
| 3M | -5.5% | -20.7% | +15.2% | -4.9% |
| 6M | -8.3% | -31.5% | +23.2% | -7.3% |
| YTD | +4.3% | -10.1% | +14.4% | +5.5% |
| 1Y | +7.4% | +26.0% | -18.6% | +7.2% |
| All | +7.4% | +24.7% | -17.3% | +7.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling