+15.2%
PLD vs TRMB
-37.2%
+52.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.3% |
| 7D | -2.4% | -2.5% | +0.1% | -1.5% |
| 30D | -2.4% | +1.5% | -3.9% | -3.1% |
| 3M | -3.8% | +6.8% | -10.6% | -6.7% |
| 6M | 0.0% | -14.9% | +15.0% | +5.4% |
| YTD | +9.2% | -24.1% | +33.3% | +19.8% |
| 1Y | +25.9% | -25.4% | +51.3% | +38.5% |
| 3Y | +21.3% | +8.0% | +13.3% | +10.4% |
| All | +15.2% | -37.2% | +52.4% | +22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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