+1,643.3%
PLD vs TRMB
+1,362.9%
+280.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.9% |
| 7D | +0.4% | -17.9% | +18.3% | +4.7% |
| 30D | -0.1% | -12.0% | +11.9% | +2.4% |
| 3M | -7.9% | -8.4% | +0.5% | -6.7% |
| 6M | -7.0% | -21.5% | +14.6% | -2.6% |
| YTD | +3.1% | -31.5% | +34.6% | +11.1% |
| 1Y | +7.1% | -33.4% | +40.5% | +16.0% |
| 3Y | +32.9% | +26.5% | +6.4% | +22.1% |
| 5Y | +1.5% | -37.9% | +39.4% | +9.0% |
| 10Y | +245.9% | +107.3% | +138.5% | +171.4% |
| All | +1,643.3% | +1,362.9% | +280.4% | +958.3% |
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