+22.6%
PLD vs TRI
-11.0%
+33.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.2% |
| 7D | -2.4% | -0.5% | -1.9% | -2.4% |
| 30D | -2.4% | +7.9% | -10.3% | -3.2% |
| 3M | -3.8% | +24.1% | -27.9% | -6.5% |
| 6M | 0.0% | +3.8% | -3.8% | -0.6% |
| YTD | +9.2% | -16.9% | +26.1% | +16.3% |
| 1Y | +25.9% | -38.4% | +64.3% | +49.0% |
| All | +22.6% | -11.0% | +33.5% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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