+236.9%
PLD vs PTC
+224.0%
+12.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.0% | +5.3% | +1.1% |
| 7D | -2.4% | -10.3% | +7.9% | +0.7% |
| 30D | -2.4% | +1.1% | -3.6% | -3.1% |
| 3M | -3.8% | +1.6% | -5.4% | -5.2% |
| 6M | 0.0% | -13.5% | +13.5% | +3.2% |
| YTD | +9.2% | -19.1% | +28.3% | +14.6% |
| 1Y | +25.9% | -33.9% | +59.8% | +40.7% |
| 3Y | +21.3% | -3.9% | +25.2% | +17.4% |
| 5Y | +14.1% | +6.0% | +8.1% | +4.8% |
| All | +236.9% | +224.0% | +12.9% | +111.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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