+249.9%
PLD vs TEL
+291.3%
-41.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.9% | -2.0% |
| 7D | -0.7% | +1.2% | -1.9% | -1.3% |
| 30D | -2.2% | -4.1% | +1.9% | -0.6% |
| 3M | -7.4% | -2.6% | -4.8% | -7.0% |
| 6M | +1.9% | 0.0% | +1.9% | +0.1% |
| YTD | +7.9% | -9.1% | +17.0% | +9.9% |
| 1Y | +25.1% | -0.8% | +25.9% | +21.1% |
| 3Y | +21.9% | +67.4% | -45.5% | -11.2% |
| 5Y | +16.3% | +51.8% | -35.4% | -12.7% |
| 10Y | +249.9% | +299.4% | -49.6% | +63.3% |
| All | +249.9% | +291.3% | -41.5% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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