+1.5%
PLD vs AMT
-18.8%
+20.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.4% | -1.7% | -1.9% |
| 7D | +0.4% | +4.4% | -3.9% | -1.7% |
| 30D | -0.1% | +17.7% | -17.8% | -8.3% |
| 3M | -7.9% | +16.7% | -24.6% | -15.2% |
| 6M | -7.0% | +11.1% | -18.1% | -12.9% |
| YTD | +3.1% | +13.9% | -10.8% | -5.5% |
| 1Y | +7.1% | +12.5% | -5.4% | -1.3% |
| 3Y | +32.9% | +13.2% | +19.7% | +16.2% |
| 5Y | +1.5% | -17.9% | +19.4% | +7.6% |
| All | +1.5% | -18.8% | +20.3% | +7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling