+16.5%
PLD vs AHR
+364.8%
-348.3%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | -0.9% | -3.4% | +2.6% | +0.4% |
| 30D | -1.2% | -3.8% | +2.6% | +0.1% |
| 3M | -2.3% | +20.1% | -22.4% | -8.7% |
| 6M | +4.5% | +7.1% | -2.6% | +1.4% |
| YTD | +10.1% | +17.2% | -7.1% | +3.3% |
| 1Y | +25.9% | +30.4% | -4.5% | +12.7% |
| All | +16.5% | +364.8% | -348.3% | -31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling