+231.7%
PLD vs AXON
+1,304.2%
-1,072.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -18.2% | +16.9% | +1.0% |
| 7D | -0.8% | -26.8% | +26.0% | +2.9% |
| 30D | -0.3% | -22.9% | +22.6% | +2.7% |
| 3M | -8.0% | -40.1% | +32.1% | -2.7% |
| 6M | -9.8% | -18.9% | +9.1% | -9.3% |
| YTD | +1.8% | -44.9% | +46.7% | +6.9% |
| 1Y | +5.6% | -46.7% | +52.3% | +11.3% |
| 3Y | +33.3% | +44.3% | -11.1% | +14.7% |
| 5Y | +0.3% | +71.4% | -71.1% | -19.1% |
| All | +231.7% | +1,304.2% | -1,072.6% | +132.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 10y: compounded portfolio wealth divided by compounded AXON 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…
10y analysis · Full analysis span regression · 6 months rolling