+472.7%
PLD vs AMBA
+807.9%
-335.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.0% |
| 7D | +4.9% | -8.1% | +13.0% | +5.9% |
| 30D | +2.6% | -10.8% | +13.3% | +3.8% |
| 3M | -4.8% | -25.9% | +21.1% | -1.8% |
| 6M | -3.9% | -13.9% | +10.0% | -4.8% |
| YTD | +5.3% | -14.0% | +19.3% | +3.6% |
| 1Y | +9.3% | -25.7% | +34.9% | +8.9% |
| 3Y | +35.8% | +21.5% | +14.3% | +22.4% |
| 5Y | +2.9% | -68.9% | +71.9% | +3.4% |
| 10Y | +253.4% | +5.2% | +248.3% | +192.5% |
| All | +472.7% | +807.9% | -335.2% | +292.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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