+9.3%
PLD vs TRU
+2.1%
+7.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +1.2% |
| 7D | +4.9% | +10.5% | -5.6% | +3.7% |
| 30D | +2.6% | +28.7% | -26.1% | -0.6% |
| 3M | -4.8% | +0.7% | -5.4% | -4.8% |
| 6M | -3.9% | +19.3% | -23.2% | -6.5% |
| YTD | +5.3% | -3.7% | +9.1% | +4.3% |
| 1Y | +9.3% | +3.4% | +5.9% | +6.5% |
| All | +9.3% | +2.1% | +7.2% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1y: compounded portfolio wealth divided by compounded TRU 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…
1y analysis · Full analysis span regression · 6 months rolling