+267.4%
PLD vs TECH
+190.5%
+76.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | +0.8% | +0.2% | +0.6% | +0.7% |
| 30D | +0.5% | +0.5% | 0.0% | +0.3% |
| 3M | -5.5% | +1.1% | -6.6% | -5.8% |
| 6M | -8.3% | +51.0% | -59.4% | -20.3% |
| YTD | +4.3% | +24.4% | -20.1% | -5.5% |
| 1Y | +7.4% | +27.4% | -20.0% | -3.7% |
| 3Y | +37.1% | +28.5% | +8.6% | +16.8% |
| 5Y | +1.3% | -40.9% | +42.2% | +10.9% |
| 10Y | +267.4% | +192.5% | +74.9% | +132.0% |
| All | +267.4% | +190.5% | +76.9% | +132.0% |
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