+33.3%
PLD vs AME
+62.2%
-29.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.8% | -2.2% |
| 7D | -0.8% | -5.2% | +4.4% | +1.0% |
| 30D | -0.3% | -8.0% | +7.8% | +2.6% |
| 3M | -8.0% | -8.9% | +0.9% | -5.1% |
| 6M | -9.8% | -5.0% | -4.8% | -8.9% |
| YTD | +1.8% | +11.9% | -10.1% | -4.5% |
| 1Y | +5.6% | +16.6% | -11.0% | -2.8% |
| 3Y | +33.3% | +62.5% | -29.2% | -1.0% |
| All | +33.3% | +62.2% | -29.0% | -1.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 3y: compounded portfolio wealth divided by compounded AME 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…
3y analysis · Full analysis span regression · 6 months rolling