+236.9%
PLD vs APD
+164.4%
+72.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.3% |
| 7D | -2.4% | -2.2% | -0.2% | -1.4% |
| 30D | -2.4% | +2.1% | -4.5% | -3.6% |
| 3M | -3.8% | +7.2% | -11.0% | -7.6% |
| 6M | 0.0% | +11.2% | -11.2% | -6.1% |
| YTD | +9.2% | +24.4% | -15.2% | -3.6% |
| 1Y | +25.9% | +6.7% | +19.2% | +19.5% |
| 3Y | +21.3% | +9.2% | +12.1% | +10.5% |
| 5Y | +14.1% | +27.4% | -13.2% | -6.9% |
| All | +236.9% | +164.4% | +72.6% | +81.2% |
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