+249.9%
PLD vs AMCR
+16.8%
+233.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.7% | +0.7% | -1.0% |
| 7D | -0.7% | -6.3% | +5.6% | +1.8% |
| 30D | -2.2% | -7.1% | +4.9% | +0.5% |
| 3M | -7.4% | +12.7% | -20.0% | -12.1% |
| 6M | +1.9% | +5.2% | -3.2% | -1.0% |
| YTD | +7.9% | +8.1% | -0.2% | +3.0% |
| 1Y | +25.1% | +11.7% | +13.4% | +17.5% |
| 3Y | +21.9% | +9.9% | +12.0% | +14.0% |
| 5Y | +16.3% | -8.7% | +25.0% | +16.7% |
| 10Y | +249.9% | +16.8% | +233.1% | +197.6% |
| All | +249.9% | +16.8% | +233.1% | +197.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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