+240.1%
PLD vs AGG
+14.3%
+225.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AGG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -0.2% |
| 7D | -2.8% | -0.9% | -1.9% | -1.8% |
| 30D | -3.6% | -1.0% | -2.7% | -2.6% |
| 3M | -7.1% | -1.3% | -5.8% | -5.8% |
| 6M | +0.2% | -2.1% | +2.3% | +2.7% |
| YTD | +6.9% | -1.2% | +8.1% | +8.5% |
| 1Y | +25.0% | -0.5% | +25.5% | +25.9% |
| 3Y | +20.8% | +12.4% | +8.3% | +7.2% |
| 5Y | +16.2% | -2.4% | +18.6% | +12.5% |
| All | +240.1% | +14.3% | +225.8% | +199.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AGG.
Daily Out/Under-Performance
Portfolio return minus AGG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGG 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded AGG 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling