+257.2%
PLD vs PTC
+312.5%
-55.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +1.3% | +0.5% | +0.9% | +1.2% |
| 30D | -1.4% | +1.2% | -2.6% | -1.7% |
| 3M | -8.2% | +27.4% | -35.5% | -15.4% |
| 6M | -8.0% | +39.2% | -47.2% | -18.3% |
| YTD | +3.2% | +12.5% | -9.4% | -2.7% |
| 1Y | +7.0% | +12.3% | -5.3% | +0.9% |
| 3Y | +38.3% | +28.8% | +9.5% | +21.7% |
| 5Y | +0.2% | +60.9% | -60.7% | -19.2% |
| All | +257.2% | +312.5% | -55.2% | +117.8% |
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