+22.2%
PLD vs AZO
+11.4%
+10.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.7% | -1.9% |
| 7D | -0.7% | -0.8% | +0.1% | -0.6% |
| 30D | -2.2% | -5.1% | +2.9% | -1.6% |
| 3M | -7.4% | -7.2% | -0.1% | -6.6% |
| 6M | +1.9% | -20.7% | +22.7% | +4.8% |
| YTD | +7.9% | -14.2% | +22.1% | +9.5% |
| 1Y | +25.1% | -32.2% | +57.2% | +31.6% |
| All | +22.2% | +11.4% | +10.8% | +16.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling