+9.3%
PLD vs AMT
+13.5%
-4.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.0% | -2.3% | +1.0% |
| 7D | +4.9% | +6.0% | -1.1% | +3.8% |
| 30D | +2.6% | +20.1% | -17.5% | -1.1% |
| 3M | -4.8% | +12.4% | -17.2% | -6.9% |
| 6M | -3.9% | +9.9% | -13.8% | -5.6% |
| YTD | +5.3% | +14.4% | -9.1% | +2.9% |
| 1Y | +9.3% | +12.4% | -3.2% | +7.0% |
| All | +9.3% | +13.5% | -4.2% | +7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMT.
Daily Out/Under-Performance
Portfolio return minus AMT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMT 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 1y: compounded portfolio wealth divided by compounded AMT 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…
1y analysis · Full analysis span regression · 6 months rolling