+1,275.8%
PLD vs AXON
+101,343.3%
-100,067.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.2% | +3.4% | 0.0% |
| 7D | -2.4% | -14.2% | +11.8% | 0.0% |
| 30D | -2.4% | -15.4% | +13.0% | -0.3% |
| 3M | -3.8% | +0.5% | -4.3% | -5.2% |
| 6M | 0.0% | -9.5% | +9.5% | -0.6% |
| YTD | +9.2% | -9.2% | +18.4% | +7.6% |
| 1Y | +25.9% | -29.4% | +55.3% | +28.8% |
| 3Y | +21.3% | +139.4% | -118.1% | -3.6% |
| 5Y | +14.1% | +178.9% | -164.8% | -14.5% |
| 10Y | +237.9% | +1,840.8% | -1,602.9% | +63.8% |
| All | +1,275.8% | +101,343.3% | -100,067.6% | +347.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling