+15.2%
PLD vs TECH
-42.5%
+57.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -2.4% | +0.7% | -3.1% | -2.6% |
| 3M | -3.8% | +36.3% | -40.1% | -12.7% |
| 6M | 0.0% | +25.6% | -25.6% | -8.4% |
| YTD | +9.2% | +23.7% | -14.5% | -0.1% |
| 1Y | +25.9% | +37.6% | -11.7% | +9.9% |
| 3Y | +21.3% | -6.6% | +27.9% | +17.4% |
| All | +15.2% | -42.5% | +57.7% | +23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling