+1.5%
PLD vs AXON
+105.6%
-104.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.8% | +7.7% | -1.1% |
| 7D | +0.4% | -12.7% | +13.1% | +1.8% |
| 30D | -0.1% | -8.6% | +8.5% | +0.8% |
| 3M | -7.9% | -37.2% | +29.3% | -3.8% |
| 6M | -7.0% | +0.5% | -7.5% | -8.7% |
| YTD | +3.1% | -32.6% | +35.7% | +5.7% |
| 1Y | +7.1% | -40.2% | +47.3% | +11.5% |
| 3Y | +32.9% | +76.1% | -43.2% | +5.3% |
| 5Y | +1.5% | +109.5% | -107.9% | -32.7% |
| All | +1.5% | +105.6% | -104.0% | -32.7% |
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