+1,656.5%
PLD vs AU
+793.6%
+862.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.4% |
| 7D | -2.4% | -3.6% | +1.3% | -1.9% |
| 30D | -2.4% | +23.9% | -26.3% | -5.5% |
| 3M | -3.8% | +19.1% | -22.9% | -6.7% |
| 6M | 0.0% | -0.2% | +0.2% | -1.1% |
| YTD | +9.2% | +32.5% | -23.2% | +3.1% |
| 1Y | +25.9% | +96.9% | -71.0% | +11.7% |
| 3Y | +21.3% | +614.7% | -593.4% | -13.4% |
| 5Y | +14.1% | +647.7% | -633.6% | -21.1% |
| 10Y | +237.9% | +679.2% | -441.3% | +111.2% |
| All | +1,656.5% | +793.6% | +862.8% | +910.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling