+243.5%
PLD vs TDG
+547.7%
-304.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.6% |
| 7D | -1.2% | -1.9% | +0.7% | -0.6% |
| 30D | -3.5% | -7.7% | +4.2% | -1.2% |
| 3M | -7.1% | -9.3% | +2.2% | -4.6% |
| 6M | +2.6% | -9.4% | +11.9% | +5.0% |
| YTD | +8.0% | -14.3% | +22.2% | +12.1% |
| 1Y | +22.1% | -11.8% | +33.9% | +25.2% |
| 3Y | +22.3% | +52.0% | -29.7% | +3.5% |
| 5Y | +17.3% | +128.8% | -111.5% | -13.6% |
| All | +243.5% | +547.7% | -304.2% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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