+24.4%
PLD vs AU
+624.5%
-600.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +2.0% | +0.9% |
| 7D | -0.9% | -0.3% | -0.6% | -0.8% |
| 30D | -1.2% | +12.8% | -14.0% | -2.3% |
| 3M | -2.3% | +28.5% | -30.8% | -4.7% |
| 6M | +4.5% | +4.8% | -0.3% | +3.3% |
| YTD | +10.1% | +31.0% | -20.8% | +6.6% |
| 1Y | +25.9% | +81.4% | -55.5% | +18.0% |
| 3Y | +24.4% | +618.4% | -594.0% | -6.3% |
| All | +24.4% | +624.5% | -600.1% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling