+256.8%
PLD vs AMC
-98.6%
+355.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +8.3% | -5.5% | +2.7% |
| 7D | +0.7% | +6.6% | -5.9% | +0.6% |
| 30D | +0.8% | +14.1% | -13.3% | +0.6% |
| 3M | -6.1% | +31.3% | -37.4% | -6.6% |
| 6M | -8.0% | +126.7% | -134.7% | -9.6% |
| YTD | +4.7% | +117.9% | -113.3% | +2.8% |
| 1Y | +7.2% | +41.1% | -33.9% | +6.0% |
| 3Y | +39.2% | -61.0% | +100.2% | +39.0% |
| 5Y | +1.9% | -99.1% | +101.0% | +4.6% |
| 10Y | +256.8% | -98.7% | +355.5% | +225.9% |
| All | +256.8% | -98.6% | +355.4% | +225.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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