+417.0%
PLD vs AMC
-97.4%
+514.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +7.3% | -5.6% | +1.6% |
| 7D | +4.9% | +17.7% | -12.8% | +4.6% |
| 30D | +2.6% | +26.2% | -23.6% | +2.1% |
| 3M | -4.8% | +31.3% | -36.1% | -5.3% |
| 6M | -3.9% | +142.8% | -146.6% | -5.8% |
| YTD | +5.3% | +125.6% | -120.3% | +3.2% |
| 1Y | +9.3% | +40.2% | -31.0% | +7.9% |
| 3Y | +35.8% | -67.2% | +102.9% | +36.0% |
| 5Y | +2.9% | -99.1% | +102.1% | +6.2% |
| 10Y | +253.4% | -98.5% | +352.0% | +260.5% |
| All | +417.0% | -97.4% | +514.5% | +395.0% |
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