+116.0%
PLD vs ALC
+31.8%
+84.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.2% |
| 7D | -0.8% | +4.9% | -5.7% | -3.1% |
| 30D | -0.3% | +19.0% | -19.2% | -8.5% |
| 3M | -8.0% | +7.8% | -15.8% | -11.8% |
| 6M | -9.8% | +14.6% | -24.4% | -16.5% |
| YTD | +1.8% | -4.4% | +6.2% | +2.1% |
| 1Y | +5.6% | +1.4% | +4.2% | +2.4% |
| 3Y | +33.3% | +2.5% | +30.7% | +25.7% |
| 5Y | +0.3% | -10.9% | +11.2% | -0.3% |
| All | +116.0% | +31.8% | +84.2% | +67.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling