+15.2%
PLD vs TEL
+50.9%
-35.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.6% |
| 7D | -2.4% | +3.0% | -5.3% | -3.7% |
| 30D | -2.4% | -3.9% | +1.5% | -0.9% |
| 3M | -3.8% | -5.1% | +1.3% | -2.2% |
| 6M | 0.0% | +0.6% | -0.6% | -2.0% |
| YTD | +9.2% | -7.3% | +16.5% | +10.3% |
| 1Y | +25.9% | +1.1% | +24.8% | +20.1% |
| 3Y | +21.3% | +63.7% | -42.4% | -14.4% |
| All | +15.2% | +50.9% | -35.7% | -19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling