+990.2%
PLD vs TRI
+561.6%
+428.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | +2.7% |
| 7D | -2.4% | -0.5% | -1.9% | -2.3% |
| 30D | -2.4% | +7.9% | -10.3% | -7.7% |
| 3M | -3.8% | +24.1% | -27.9% | -19.4% |
| 6M | 0.0% | +3.8% | -3.8% | -9.3% |
| YTD | +9.2% | -16.9% | +26.1% | +11.5% |
| 1Y | +25.9% | -38.4% | +64.3% | +58.6% |
| 3Y | +21.3% | -12.2% | +33.5% | +12.8% |
| 5Y | +14.1% | -1.8% | +15.9% | -3.9% |
| 10Y | +237.9% | +207.6% | +30.3% | +12.1% |
| All | +990.2% | +561.6% | +428.6% | +105.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling