+17.6%
PLD vs AMIX
-99.9%
+117.4%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | -0.9% | -3.4% | +2.5% | -0.9% |
| 30D | -1.2% | -54.4% | +53.2% | -1.5% |
| 3M | -2.3% | -45.7% | +43.4% | -0.3% |
| 6M | +4.5% | -49.2% | +53.7% | +6.6% |
| YTD | +10.1% | -60.3% | +70.5% | +12.6% |
| 1Y | +25.9% | -81.4% | +107.3% | +29.4% |
| All | +17.6% | -99.9% | +117.4% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 AMIX 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