+15.5%
PLD vs TRI
-7.1%
+22.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.5% | +7.3% | +2.2% |
| 7D | -0.9% | -7.1% | +6.2% | +0.6% |
| 30D | -1.2% | -2.3% | +1.1% | -1.0% |
| 3M | -2.3% | +19.6% | -21.9% | -7.8% |
| 6M | +4.5% | -8.7% | +13.2% | +6.0% |
| YTD | +10.1% | -22.3% | +32.4% | +20.2% |
| 1Y | +25.9% | -40.7% | +66.6% | +57.4% |
| 3Y | +24.4% | -17.8% | +42.2% | +20.2% |
| 5Y | +15.5% | -8.5% | +23.9% | -5.9% |
| All | +15.5% | -7.1% | +22.5% | -5.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling