+397.5%
PLD vs TRU
+238.0%
+159.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.9% | +5.2% | +1.4% |
| 7D | -2.4% | -6.8% | +4.4% | 0.0% |
| 30D | -2.4% | 0.0% | -2.5% | -2.6% |
| 3M | -3.8% | +13.3% | -17.1% | -8.9% |
| 6M | 0.0% | +3.4% | -3.4% | -2.7% |
| YTD | +9.2% | -6.4% | +15.6% | +9.2% |
| 1Y | +25.9% | -9.7% | +35.6% | +26.7% |
| 3Y | +21.3% | +0.1% | +21.2% | +11.5% |
| 5Y | +14.1% | -34.0% | +48.2% | +20.5% |
| 10Y | +237.9% | +147.9% | +90.0% | +128.0% |
| All | +397.5% | +238.0% | +159.5% | +216.2% |
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