+257.2%
PLD vs AMC
-98.8%
+356.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.1% |
| 7D | +1.3% | +3.5% | -2.2% | +1.3% |
| 30D | -1.4% | +12.5% | -13.8% | -1.6% |
| 3M | -8.2% | +23.6% | -31.7% | -8.5% |
| 6M | -8.0% | +144.4% | -152.4% | -9.7% |
| YTD | +3.2% | +108.3% | -105.2% | +1.4% |
| 1Y | +7.0% | +38.9% | -31.9% | +5.9% |
| 3Y | +38.3% | -58.9% | +97.1% | +38.0% |
| 5Y | +0.2% | -99.2% | +99.4% | +2.9% |
| All | +257.2% | -98.8% | +356.0% | +227.3% |
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