+1,747.8%
PLD vs TRMB
+1,521.9%
+225.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | -2.4% | -2.5% | +0.1% | -1.8% |
| 30D | -2.4% | +1.5% | -3.9% | -2.9% |
| 3M | -3.8% | +6.8% | -10.6% | -5.7% |
| 6M | 0.0% | -14.9% | +15.0% | +3.4% |
| YTD | +9.2% | -24.1% | +33.3% | +15.6% |
| 1Y | +25.9% | -25.4% | +51.3% | +33.6% |
| 3Y | +21.3% | +8.0% | +13.3% | +16.2% |
| 5Y | +14.1% | -37.3% | +51.4% | +22.9% |
| 10Y | +237.9% | +116.8% | +121.1% | +163.8% |
| All | +1,747.8% | +1,521.9% | +225.9% | +1,001.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling