+33.3%
PLD vs TRU
+65.0%
-31.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -0.7% |
| 7D | -0.8% | +5.7% | -6.5% | -2.3% |
| 30D | -0.3% | +29.2% | -29.5% | -7.4% |
| 3M | -8.0% | +2.7% | -10.7% | -9.2% |
| 6M | -9.8% | +15.2% | -25.0% | -14.6% |
| YTD | +1.8% | -4.9% | +6.6% | +1.4% |
| 1Y | +5.6% | +3.4% | +2.2% | +1.9% |
| 3Y | +33.3% | +63.2% | -29.9% | -0.8% |
| All | +33.3% | +65.0% | -31.7% | -0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling