+29.4%
PLD vs AUR
-56.5%
+85.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.4% | +4.3% | -0.7% |
| 7D | 0.0% | +7.9% | -7.9% | -0.6% |
| 30D | -3.7% | -18.5% | +14.8% | -2.4% |
| 3M | -7.9% | -36.7% | +28.8% | -5.1% |
| 6M | -9.2% | -39.8% | +30.5% | -6.6% |
| YTD | +3.1% | +13.3% | -10.2% | -0.3% |
| 1Y | +6.2% | +2.8% | +3.4% | +3.4% |
| 3Y | +35.4% | +139.7% | -104.2% | +14.2% |
| 5Y | +0.1% | -56.5% | +56.6% | -14.5% |
| All | +29.4% | -56.5% | +85.9% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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