+85.6%
PLD vs TE
-48.3%
+133.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +10.0% | -9.2% | +0.3% |
| 7D | -0.9% | +18.2% | -19.1% | -1.7% |
| 30D | -1.2% | -13.5% | +12.3% | -0.6% |
| 3M | -2.3% | -44.6% | +42.3% | -0.2% |
| 6M | +4.5% | -24.7% | +29.2% | +3.5% |
| YTD | +10.1% | -24.3% | +34.4% | +8.1% |
| 1Y | +25.9% | +155.6% | -129.7% | +11.8% |
| 3Y | +24.4% | -18.3% | +42.7% | +13.8% |
| 5Y | +15.5% | -41.3% | +56.8% | +6.6% |
| All | +85.6% | -48.3% | +133.9% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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