+249.9%
PLD vs TRU
+146.7%
+103.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.7% |
| 7D | -0.7% | -6.5% | +5.8% | +1.7% |
| 30D | -2.2% | -2.5% | +0.3% | -1.5% |
| 3M | -7.4% | +10.4% | -17.7% | -11.6% |
| 6M | +1.9% | +1.6% | +0.3% | -0.3% |
| YTD | +7.9% | -9.7% | +17.6% | +9.3% |
| 1Y | +25.1% | -17.3% | +42.3% | +30.3% |
| 3Y | +21.9% | -1.8% | +23.7% | +12.3% |
| 5Y | +16.3% | -36.2% | +52.5% | +25.2% |
| 10Y | +249.9% | +143.2% | +106.6% | +135.1% |
| All | +249.9% | +146.7% | +103.2% | +135.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling