+240.3%
PLD vs TGT
+212.5%
+27.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.1% |
| 7D | -0.9% | -0.6% | -0.2% | -0.7% |
| 30D | -1.2% | +9.5% | -10.7% | -3.8% |
| 3M | -2.3% | +32.3% | -34.6% | -10.1% |
| 6M | +4.5% | +37.0% | -32.5% | -5.1% |
| YTD | +10.1% | +71.0% | -60.9% | -6.5% |
| 1Y | +25.9% | +85.0% | -59.1% | +4.1% |
| 3Y | +24.4% | +46.8% | -22.4% | +6.4% |
| 5Y | +15.5% | -22.7% | +38.2% | +14.5% |
| 10Y | +240.3% | +216.3% | +24.0% | +152.1% |
| All | +240.3% | +212.5% | +27.8% | +152.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TGT.
Daily Out/Under-Performance
Portfolio return minus TGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TGT 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 TGT 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