+256.9%
PLD vs TGT
+205.2%
+51.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -0.8% |
| 7D | 0.0% | +2.6% | -2.6% | -0.7% |
| 30D | -3.7% | +6.6% | -10.4% | -5.6% |
| 3M | -7.9% | +5.2% | -13.1% | -9.5% |
| 6M | -9.2% | +35.3% | -44.5% | -17.3% |
| YTD | +3.1% | +70.3% | -67.3% | -12.7% |
| 1Y | +6.2% | +81.2% | -74.9% | -11.8% |
| 3Y | +35.4% | +66.9% | -31.5% | +11.3% |
| 5Y | +0.1% | -27.2% | +27.3% | +0.7% |
| All | +256.9% | +205.2% | +51.7% | +162.7% |
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