+15.2%
PLD vs AXON
+179.8%
-164.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.4% | -0.3% |
| 7D | -2.4% | -14.2% | +11.8% | -0.8% |
| 30D | -2.4% | -15.4% | +13.0% | -1.0% |
| 3M | -3.8% | +0.5% | -4.3% | -4.7% |
| 6M | 0.0% | -9.5% | +9.5% | 0.0% |
| YTD | +9.2% | -9.2% | +18.4% | +8.7% |
| 1Y | +25.9% | -29.4% | +55.3% | +29.3% |
| 3Y | +21.3% | +139.4% | -118.1% | -6.6% |
| All | +15.2% | +179.8% | -164.6% | -25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling