+84.1%
PLD vs TE
-53.0%
+137.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.1% | -0.8% |
| 7D | -2.4% | -4.0% | +1.6% | -2.2% |
| 30D | -2.4% | -15.9% | +13.5% | -1.7% |
| 3M | -3.8% | -60.5% | +56.8% | +0.1% |
| 6M | 0.0% | -35.2% | +35.2% | -0.1% |
| YTD | +9.2% | -31.1% | +40.4% | +7.8% |
| 1Y | +25.9% | +148.6% | -122.7% | +11.8% |
| 3Y | +21.3% | -26.4% | +47.7% | +11.7% |
| 5Y | +14.1% | -48.0% | +62.2% | +5.9% |
| All | +84.1% | -53.0% | +137.0% | +67.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling