+257.2%
PLD vs ATI
+961.4%
-704.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.7% | +3.8% | +0.7% |
| 7D | +1.3% | +4.2% | -2.8% | +0.6% |
| 30D | -1.4% | -2.5% | +1.2% | -1.3% |
| 3M | -8.2% | -19.4% | +11.3% | -5.2% |
| 6M | -8.0% | +11.1% | -19.1% | -10.6% |
| YTD | +3.2% | +59.5% | -56.4% | -6.2% |
| 1Y | +7.0% | +85.8% | -78.7% | -5.2% |
| 3Y | +38.3% | +311.9% | -273.6% | +3.7% |
| 5Y | +0.2% | +963.2% | -963.1% | -36.3% |
| All | +257.2% | +961.4% | -704.2% | +107.5% |
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