+25.1%
PLD vs TGT
+79.1%
-54.1%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.2% | -1.5% |
| 7D | -0.7% | -3.6% | +2.9% | 0.0% |
| 30D | -2.2% | +4.4% | -6.6% | -3.0% |
| 3M | -7.4% | +25.4% | -32.7% | -11.3% |
| 6M | +1.9% | +33.4% | -31.4% | -3.9% |
| YTD | +7.9% | +65.6% | -57.7% | -3.6% |
| 1Y | +25.1% | +80.3% | -55.2% | +7.1% |
| All | +25.1% | +79.1% | -54.1% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling