+257.2%
PLD vs APD
+191.9%
+65.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | +1.3% | +3.8% | -2.5% | -0.5% |
| 30D | -1.4% | +8.2% | -9.6% | -5.1% |
| 3M | -8.2% | +4.3% | -12.4% | -10.2% |
| 6M | -8.0% | +4.7% | -12.7% | -10.7% |
| YTD | +3.2% | +31.5% | -28.4% | -11.5% |
| 1Y | +7.0% | +23.5% | -16.5% | -5.5% |
| 3Y | +38.3% | +29.1% | +9.2% | +15.7% |
| 5Y | +0.2% | +15.9% | -15.7% | -13.2% |
| All | +257.2% | +191.9% | +65.3% | +79.7% |
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