+25.0%
PLD vs AZO
-32.7%
+57.7%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.8% |
| 7D | -2.8% | -2.9% | +0.1% | -2.6% |
| 30D | -3.6% | -5.3% | +1.6% | -3.2% |
| 3M | -7.1% | -7.3% | +0.2% | -6.7% |
| 6M | +0.2% | -22.7% | +22.9% | +1.4% |
| YTD | +6.9% | -15.0% | +21.9% | +8.4% |
| 1Y | +25.0% | -32.2% | +57.3% | +28.4% |
| All | +25.0% | -32.7% | +57.7% | +28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling