+240.3%
PLD vs APTV
-19.3%
+259.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.6% | +5.5% | +2.1% |
| 7D | -0.9% | +2.0% | -2.8% | -1.5% |
| 30D | -1.2% | -7.7% | +6.5% | +0.8% |
| 3M | -2.3% | -34.0% | +31.7% | +8.3% |
| 6M | +4.5% | -37.1% | +41.6% | +16.2% |
| YTD | +10.1% | -39.9% | +50.0% | +23.5% |
| 1Y | +25.9% | -44.4% | +70.3% | +44.0% |
| 3Y | +24.4% | -54.5% | +78.9% | +45.8% |
| 5Y | +15.5% | -69.1% | +84.6% | +44.4% |
| 10Y | +240.3% | -20.0% | +260.3% | +230.0% |
| All | +240.3% | -19.3% | +259.6% | +230.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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