+25.1%
PLD vs TRU
-16.5%
+41.6%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.8% | -1.3% | -1.9% |
| 7D | -0.7% | -6.5% | +5.8% | +0.3% |
| 30D | -2.2% | -2.5% | +0.3% | -1.9% |
| 3M | -7.4% | +10.4% | -17.7% | -9.0% |
| 6M | +1.9% | +1.6% | +0.3% | +0.9% |
| YTD | +7.9% | -9.7% | +17.6% | +8.5% |
| 1Y | +25.1% | -17.3% | +42.3% | +26.8% |
| All | +25.1% | -16.5% | +41.6% | +26.8% |
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