+1,747.8%
PLD vs TECH
+3,609.0%
-1,861.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -10.9% |
| 6M | 0.0% | +25.6% | -25.6% | -6.7% |
| YTD | +9.2% | +23.7% | -14.5% | +1.9% |
| 1Y | +25.9% | +37.6% | -11.7% | +14.0% |
| 3Y | +21.3% | -6.6% | +27.9% | +17.5% |
| 5Y | +14.1% | -42.2% | +56.4% | +21.1% |
| 10Y | +237.9% | +187.6% | +50.3% | +153.5% |
| All | +1,747.8% | +3,609.0% | -1,861.2% | +978.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling