+249.9%
PLD vs AU
+684.1%
-434.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.7% | -2.1% |
| 7D | -0.7% | +0.6% | -1.3% | -0.7% |
| 30D | -2.2% | +12.3% | -14.5% | -3.3% |
| 3M | -7.4% | +29.4% | -36.7% | -9.6% |
| 6M | +1.9% | +3.2% | -1.3% | +1.0% |
| YTD | +7.9% | +31.8% | -23.9% | +4.5% |
| 1Y | +25.1% | +83.4% | -58.3% | +17.5% |
| 3Y | +21.9% | +623.1% | -601.2% | +0.1% |
| 5Y | +16.3% | +700.5% | -684.2% | -6.2% |
| 10Y | +249.9% | +717.6% | -467.7% | +199.9% |
| All | +249.9% | +684.1% | -434.2% | +199.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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