+14.5%
PLD vs AU
+685.4%
-670.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.5% |
| 7D | -2.4% | -3.6% | +1.3% | -2.0% |
| 30D | -2.4% | +23.9% | -26.3% | -4.8% |
| 3M | -3.8% | +19.1% | -22.9% | -6.0% |
| 6M | 0.0% | -0.2% | +0.2% | -0.9% |
| YTD | +9.2% | +32.5% | -23.2% | +4.5% |
| 1Y | +25.9% | +96.9% | -71.0% | +14.5% |
| 3Y | +21.3% | +614.7% | -593.4% | -10.7% |
| All | +14.5% | +685.4% | -670.9% | -20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling