+7.0%
PLD vs APD
+25.0%
-18.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.3% | +3.8% | -2.5% | +0.9% |
| 30D | -1.4% | +8.2% | -9.6% | -2.1% |
| 3M | -8.2% | +4.3% | -12.4% | -8.6% |
| 6M | -8.0% | +4.7% | -12.7% | -8.4% |
| YTD | +3.2% | +31.5% | -28.4% | -0.4% |
| 1Y | +7.0% | +23.5% | -16.5% | +4.4% |
| All | +7.0% | +25.0% | -18.0% | +4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling