+240.3%
PLD vs TRGP
+843.4%
-603.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.5% | -0.6% | +0.6% |
| 7D | -0.9% | -0.6% | -0.3% | -0.8% |
| 30D | -1.2% | +14.6% | -15.8% | -3.5% |
| 3M | -2.3% | +11.9% | -14.2% | -4.3% |
| 6M | +4.5% | +25.3% | -20.8% | +0.3% |
| YTD | +10.1% | +61.9% | -51.7% | +1.2% |
| 1Y | +25.9% | +87.3% | -61.4% | +12.8% |
| 3Y | +24.4% | +268.0% | -243.6% | -0.1% |
| 5Y | +15.5% | +638.2% | -622.8% | -16.1% |
| 10Y | +240.3% | +821.9% | -581.6% | +129.0% |
| All | +240.3% | +843.4% | -603.1% | +129.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 TRGP 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