+272.2%
PLD vs APD
+187.5%
+84.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.5% |
| 7D | -1.0% | -1.2% | +0.1% | -0.4% |
| 30D | -1.8% | +11.0% | -12.9% | -6.7% |
| 3M | -6.0% | +2.6% | -8.6% | -7.4% |
| 6M | -8.4% | +4.8% | -13.2% | -11.1% |
| YTD | +4.2% | +31.0% | -26.7% | -10.3% |
| 1Y | +6.2% | +23.4% | -17.2% | -6.2% |
| 3Y | +37.0% | +28.4% | +8.6% | +15.0% |
| 5Y | +1.2% | +15.2% | -14.0% | -12.0% |
| 10Y | +272.2% | +190.7% | +81.5% | +91.7% |
| All | +272.2% | +187.5% | +84.7% | +91.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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