+33.3%
PLD vs TGT
+56.1%
-22.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.3% |
| 7D | -0.8% | +2.6% | -3.4% | -1.5% |
| 30D | -0.3% | +5.0% | -5.2% | -1.7% |
| 3M | -8.0% | +8.5% | -16.6% | -10.3% |
| 6M | -9.8% | +23.8% | -33.6% | -15.5% |
| YTD | +1.8% | +66.5% | -64.7% | -12.9% |
| 1Y | +5.6% | +84.9% | -79.3% | -12.6% |
| 3Y | +33.3% | +59.2% | -26.0% | +12.9% |
| All | +33.3% | +56.1% | -22.8% | +12.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling