+1,643.3%
PLD vs PTC
+204.5%
+1,438.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.1% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | -0.1% | +0.8% | -0.9% | -0.3% |
| 3M | -7.9% | +39.6% | -47.5% | -15.0% |
| 6M | -7.0% | +41.5% | -48.4% | -14.8% |
| YTD | +3.1% | +11.7% | -8.6% | -1.5% |
| 1Y | +7.1% | +2.4% | +4.6% | +4.0% |
| 3Y | +32.9% | +31.9% | +1.0% | +21.7% |
| 5Y | +1.5% | +54.5% | -53.0% | -10.4% |
| 10Y | +245.9% | +342.1% | -96.2% | +142.1% |
| All | +1,643.3% | +204.5% | +1,438.8% | +845.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling