+256.9%
PLD vs TAP
-47.7%
+304.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -1.0% |
| 7D | 0.0% | -6.3% | +6.3% | +2.1% |
| 30D | -3.7% | +2.7% | -6.4% | -4.8% |
| 3M | -7.9% | -3.7% | -4.2% | -7.3% |
| 6M | -9.2% | -2.0% | -7.2% | -9.4% |
| YTD | +3.1% | -12.3% | +15.4% | +6.1% |
| 1Y | +6.2% | -10.1% | +16.3% | +8.2% |
| 3Y | +35.4% | -25.3% | +60.7% | +45.3% |
| 5Y | +0.1% | -1.9% | +2.0% | -3.5% |
| All | +256.9% | -47.7% | +304.6% | +271.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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