+249.9%
PLD vs AGI
+398.0%
-148.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.3% | -3.4% | -2.1% |
| 7D | -0.7% | +2.2% | -2.9% | -0.8% |
| 30D | -2.2% | +11.3% | -13.5% | -3.0% |
| 3M | -7.4% | +5.6% | -13.0% | -8.0% |
| 6M | +1.9% | -27.7% | +29.6% | +3.7% |
| YTD | +7.9% | -4.1% | +12.0% | +7.4% |
| 1Y | +25.1% | +13.8% | +11.3% | +22.8% |
| 3Y | +21.9% | +217.0% | -195.2% | +10.6% |
| 5Y | +16.3% | +404.3% | -388.0% | +2.3% |
| 10Y | +249.9% | +400.5% | -150.6% | +210.3% |
| All | +249.9% | +398.0% | -148.1% | +210.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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