+257.2%
PLD vs AMP
+459.2%
-202.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.4% |
| 7D | +1.3% | +3.9% | -2.6% | -0.2% |
| 30D | -1.4% | +5.1% | -6.5% | -3.4% |
| 3M | -8.2% | -8.7% | +0.5% | -5.0% |
| 6M | -8.0% | +11.4% | -19.4% | -12.4% |
| YTD | +3.2% | +7.3% | -4.2% | -1.1% |
| 1Y | +7.0% | +14.6% | -7.5% | -0.2% |
| 3Y | +38.3% | +61.2% | -22.9% | +10.0% |
| 5Y | +0.2% | +81.0% | -80.8% | -25.4% |
| All | +257.2% | +459.2% | -202.0% | +61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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