+1,007.1%
PLD vs AGI
+5,459.2%
-4,452.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | -0.6% |
| 7D | -2.4% | +0.6% | -3.0% | -2.5% |
| 30D | -2.4% | +18.2% | -20.7% | -3.8% |
| 3M | -3.8% | -4.1% | +0.3% | -3.8% |
| 6M | 0.0% | -28.7% | +28.7% | +2.1% |
| YTD | +9.2% | -4.0% | +13.2% | +8.6% |
| 1Y | +25.9% | +17.4% | +8.5% | +22.9% |
| 3Y | +21.3% | +203.0% | -181.7% | +9.0% |
| 5Y | +14.1% | +376.7% | -362.5% | -1.8% |
| 10Y | +237.9% | +407.5% | -169.6% | +175.7% |
| All | +1,007.1% | +5,459.2% | -4,452.0% | +641.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling