+256.8%
PLD vs ATI
+1,119.3%
-862.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.2% | -2.3% | +2.0% |
| 7D | +0.7% | +6.0% | -5.3% | -0.3% |
| 30D | +0.8% | -3.6% | +4.5% | +1.2% |
| 3M | -6.1% | -18.9% | +12.8% | -3.2% |
| 6M | -8.0% | +16.7% | -24.7% | -11.4% |
| YTD | +4.7% | +61.1% | -56.4% | -4.9% |
| 1Y | +7.2% | +89.3% | -82.1% | -5.3% |
| 3Y | +39.2% | +333.3% | -294.1% | +3.7% |
| 5Y | +1.9% | +954.5% | -952.6% | -35.0% |
| 10Y | +256.8% | +1,067.0% | -810.2% | +108.2% |
| All | +256.8% | +1,119.3% | -862.6% | +108.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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