+1,747.8%
PLD vs AZO
+10,231.7%
-8,483.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | -2.4% | +0.7% | -3.1% | -2.6% |
| 30D | -2.4% | -2.7% | +0.3% | -1.5% |
| 3M | -3.8% | -3.2% | -0.6% | -3.1% |
| 6M | 0.0% | -19.7% | +19.8% | +7.3% |
| YTD | +9.2% | -12.0% | +21.3% | +12.8% |
| 1Y | +25.9% | -29.5% | +55.4% | +40.3% |
| 3Y | +21.3% | +17.3% | +4.0% | +10.0% |
| 5Y | +14.1% | +94.1% | -79.9% | -15.8% |
| 10Y | +237.9% | +303.3% | -65.4% | +81.1% |
| All | +1,747.8% | +10,231.7% | -8,483.9% | +368.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling