+1,698.1%
PLD vs AMT
+1,311.4%
+386.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.3% | -0.5% |
| 7D | -2.4% | -0.2% | -2.2% | -2.3% |
| 30D | -2.4% | +4.6% | -7.1% | -3.5% |
| 3M | -3.8% | -8.4% | +4.7% | -1.9% |
| 6M | 0.0% | -6.0% | +6.0% | +1.2% |
| YTD | +9.2% | +2.1% | +7.1% | +8.1% |
| 1Y | +25.9% | -6.4% | +32.3% | +27.1% |
| 3Y | +21.3% | +8.1% | +13.2% | +17.5% |
| 5Y | +14.1% | -31.9% | +46.1% | +23.5% |
| 10Y | +237.9% | +97.1% | +140.8% | +195.9% |
| All | +1,698.1% | +1,311.4% | +386.7% | +1,068.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling