+240.1%
PLD vs AZO
+297.5%
-57.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | -2.8% | -2.9% | +0.1% | -2.0% |
| 30D | -3.6% | -5.3% | +1.6% | -2.1% |
| 3M | -7.1% | -7.3% | +0.2% | -5.3% |
| 6M | +0.2% | -22.7% | +22.9% | +7.6% |
| YTD | +6.9% | -15.0% | +21.9% | +11.0% |
| 1Y | +25.0% | -32.2% | +57.3% | +39.0% |
| 3Y | +20.8% | +10.0% | +10.7% | +12.5% |
| 5Y | +16.2% | +85.8% | -69.7% | -11.2% |
| All | +240.1% | +297.5% | -57.4% | +117.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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