+257.2%
PLD vs TECH
+187.9%
+69.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +1.3% | +0.1% | +1.2% | +1.3% |
| 30D | -1.4% | +0.5% | -1.9% | -1.5% |
| 3M | -8.2% | +1.1% | -9.3% | -8.5% |
| 6M | -8.0% | +62.8% | -70.8% | -21.9% |
| YTD | +3.2% | +24.5% | -21.3% | -6.6% |
| 1Y | +7.0% | +20.6% | -13.6% | -2.2% |
| 3Y | +38.3% | +29.5% | +8.8% | +17.5% |
| 5Y | +0.2% | -40.9% | +41.1% | +9.7% |
| All | +257.2% | +187.9% | +69.3% | +123.7% |
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