+118.7%
PLD vs ALC
+26.4%
+92.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -0.7% |
| 7D | 0.0% | -6.2% | +6.2% | +3.1% |
| 30D | -3.7% | +14.0% | -17.8% | -9.9% |
| 3M | -7.9% | -2.4% | -5.6% | -7.3% |
| 6M | -9.2% | +12.6% | -21.8% | -15.2% |
| YTD | +3.1% | -8.4% | +11.5% | +5.5% |
| 1Y | +6.2% | -9.1% | +15.3% | +9.0% |
| 3Y | +35.4% | -0.3% | +35.7% | +29.3% |
| 5Y | +0.1% | -9.9% | +10.0% | -1.1% |
| All | +118.7% | +26.4% | +92.4% | +72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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