+231.7%
PLD vs APD
+185.9%
+45.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.5% |
| 7D | -0.8% | -3.7% | +2.9% | +1.0% |
| 30D | -0.3% | +9.6% | -9.9% | -4.6% |
| 3M | -8.0% | +1.6% | -9.7% | -9.0% |
| 6M | -9.8% | +2.2% | -12.0% | -11.4% |
| YTD | +1.8% | +25.9% | -24.1% | -10.7% |
| 1Y | +5.6% | +20.1% | -14.5% | -5.5% |
| 3Y | +33.3% | +12.4% | +20.9% | +19.4% |
| 5Y | +0.3% | +11.1% | -10.8% | -11.3% |
| All | +231.7% | +185.9% | +45.8% | +82.2% |
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