+1,621.7%
PLD vs TECH
+3,626.9%
-2,005.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.4% | -1.3% |
| 7D | -0.8% | +0.2% | -1.0% | -0.8% |
| 30D | -0.3% | +0.3% | -0.6% | -0.3% |
| 3M | -8.0% | +1.3% | -9.4% | -8.3% |
| 6M | -9.8% | +54.0% | -63.8% | -18.9% |
| YTD | +1.8% | +24.3% | -22.5% | -5.1% |
| 1Y | +5.6% | +25.8% | -20.2% | -2.0% |
| 3Y | +33.3% | +26.0% | +7.3% | +20.9% |
| 5Y | +0.3% | -40.1% | +40.4% | +5.7% |
| 10Y | +241.6% | +210.6% | +31.0% | +152.5% |
| All | +1,621.7% | +3,626.9% | -2,005.2% | +903.8% |
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