+627.5%
PLD vs APTV
+142.3%
+485.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.2% | -0.3% |
| 7D | -0.8% | -10.2% | +9.4% | +2.1% |
| 30D | -0.3% | -10.8% | +10.5% | +2.8% |
| 3M | -8.0% | -14.8% | +6.8% | -4.4% |
| 6M | -9.8% | -30.6% | +20.8% | -2.0% |
| YTD | +1.8% | -48.2% | +49.9% | +19.1% |
| 1Y | +5.6% | -52.0% | +57.6% | +26.2% |
| 3Y | +33.3% | -47.0% | +80.3% | +50.6% |
| 5Y | +0.3% | -77.5% | +77.8% | +38.8% |
| 10Y | +241.6% | -27.0% | +268.6% | +203.8% |
| All | +627.5% | +142.3% | +485.2% | +238.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling