+256.8%
PLD vs TECH
+204.1%
+52.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.1% | +2.8% | +2.8% |
| 7D | +0.7% | +0.2% | +0.5% | +0.6% |
| 30D | +0.8% | +0.5% | +0.3% | +0.7% |
| 3M | -6.1% | +0.9% | -7.0% | -6.4% |
| 6M | -8.0% | +51.0% | -59.1% | -20.0% |
| YTD | +4.7% | +24.4% | -19.7% | -5.2% |
| 1Y | +7.2% | +27.6% | -20.4% | -4.0% |
| 3Y | +39.2% | +29.9% | +9.3% | +18.2% |
| 5Y | +1.9% | -40.6% | +42.5% | +11.4% |
| 10Y | +256.8% | +196.7% | +60.0% | +129.5% |
| All | +256.8% | +204.1% | +52.6% | +129.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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