+1,643.3%
PLD vs APD
+1,599.4%
+43.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.8% | -0.6% |
| 7D | +0.4% | -0.7% | +1.1% | +0.8% |
| 30D | -0.1% | +10.1% | -10.2% | -5.1% |
| 3M | -7.9% | +4.9% | -12.8% | -10.5% |
| 6M | -7.0% | +2.5% | -9.4% | -9.0% |
| YTD | +3.1% | +27.8% | -24.7% | -10.9% |
| 1Y | +7.1% | +32.9% | -25.8% | -10.0% |
| 3Y | +32.9% | +13.4% | +19.5% | +17.5% |
| 5Y | +1.5% | +12.8% | -11.3% | -11.1% |
| 10Y | +245.9% | +194.6% | +51.3% | +74.0% |
| All | +1,643.3% | +1,599.4% | +43.9% | +395.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling