+25.9%
PLD vs AWK
+1.8%
+24.1%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -2.4% | +1.7% | -4.1% | -2.6% |
| 30D | -2.4% | +5.6% | -8.0% | -3.1% |
| 3M | -3.8% | +15.9% | -19.7% | -5.4% |
| 6M | 0.0% | +4.6% | -4.6% | -0.9% |
| YTD | +9.2% | +10.1% | -0.8% | +7.5% |
| 1Y | +25.9% | +2.1% | +23.8% | +25.9% |
| All | +25.9% | +1.8% | +24.1% | +25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AWK.
Daily Out/Under-Performance
Portfolio return minus AWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AWK 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 1y: compounded portfolio wealth divided by compounded AWK 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…
1y analysis · Full analysis span regression · 6 months rolling