+436.3%
PLD vs AMC
-98.1%
+534.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.3% | -5.1% | -0.8% |
| 7D | -2.4% | +2.3% | -4.7% | -2.4% |
| 30D | -2.4% | -0.7% | -1.7% | -2.4% |
| 3M | -3.8% | +35.2% | -39.0% | -4.6% |
| 6M | 0.0% | +124.6% | -124.6% | -1.9% |
| YTD | +9.2% | +69.9% | -60.6% | +7.6% |
| 1Y | +25.9% | -2.6% | +28.5% | +25.2% |
| 3Y | +21.3% | -79.8% | +101.1% | +22.3% |
| 5Y | +14.1% | -99.4% | +113.5% | +18.5% |
| 10Y | +237.9% | -98.9% | +336.7% | +244.9% |
| All | +436.3% | -98.1% | +534.4% | +416.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling