+375.0%
PLD vs TRU
+247.6%
+127.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.8% | +0.1% |
| 7D | +0.8% | +4.6% | -3.8% | -0.8% |
| 30D | +0.5% | +25.4% | -25.0% | -7.9% |
| 3M | -5.5% | +4.0% | -9.4% | -7.7% |
| 6M | -8.3% | +14.5% | -22.8% | -14.4% |
| YTD | +4.3% | -3.7% | +8.0% | +2.4% |
| 1Y | +7.4% | +2.8% | +4.7% | +2.6% |
| 3Y | +37.1% | +58.5% | -21.5% | +5.6% |
| 5Y | +1.3% | -25.0% | +26.4% | +1.1% |
| 10Y | +267.4% | +186.0% | +81.4% | +135.7% |
| All | +375.0% | +247.6% | +127.4% | +196.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling