-0.7%
PLD vs TRU
-26.8%
+26.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.8% | -0.6% |
| 7D | -0.8% | +5.7% | -6.5% | -2.6% |
| 30D | -0.3% | +29.2% | -29.5% | -8.7% |
| 3M | -8.0% | +2.7% | -10.7% | -9.5% |
| 6M | -9.8% | +15.2% | -25.0% | -15.4% |
| YTD | +1.8% | -4.9% | +6.6% | +0.8% |
| 1Y | +5.6% | +3.4% | +2.2% | +1.2% |
| 3Y | +33.3% | +63.2% | -29.9% | +2.5% |
| All | -0.7% | -26.8% | +26.1% | +0.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling