+556.9%
PLD vs TRGP
+2,035.2%
-1,478.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.4% | -0.8% |
| 7D | -0.8% | -16.0% | +15.2% | +2.0% |
| 30D | -0.3% | -6.4% | +6.2% | +0.7% |
| 3M | -8.0% | -1.0% | -7.1% | -8.2% |
| 6M | -9.8% | +7.0% | -16.8% | -11.3% |
| YTD | +1.8% | +46.1% | -44.3% | -5.3% |
| 1Y | +5.6% | +58.7% | -53.1% | -3.2% |
| 3Y | +33.3% | +221.9% | -188.6% | +7.9% |
| 5Y | +0.3% | +419.9% | -419.6% | -25.2% |
| 10Y | +241.6% | +769.8% | -528.2% | +111.6% |
| All | +556.9% | +2,035.2% | -1,478.4% | +113.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling