+16.3%
PLD vs TDG
+131.7%
-115.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.7% | -0.3% | -1.4% |
| 7D | -0.7% | -2.4% | +1.8% | +0.2% |
| 30D | -2.2% | -8.0% | +5.8% | +0.6% |
| 3M | -7.4% | -10.5% | +3.1% | -4.2% |
| 6M | +1.9% | -11.9% | +13.8% | +5.7% |
| YTD | +7.9% | -15.4% | +23.3% | +13.0% |
| 1Y | +25.1% | -14.2% | +39.3% | +29.8% |
| 3Y | +21.9% | +51.0% | -29.2% | -5.3% |
| 5Y | +16.3% | +126.5% | -110.2% | -26.1% |
| All | +16.3% | +131.7% | -115.4% | -26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling