+249.9%
PLD vs TRV
+288.8%
-39.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.3% | -2.4% | -2.2% |
| 7D | -0.7% | +0.2% | -0.9% | -0.8% |
| 30D | -2.2% | -2.3% | +0.1% | -1.3% |
| 3M | -7.4% | +22.7% | -30.1% | -16.0% |
| 6M | +1.9% | +21.9% | -20.0% | -7.4% |
| YTD | +7.9% | +27.5% | -19.6% | -4.0% |
| 1Y | +25.1% | +36.2% | -11.2% | +7.8% |
| 3Y | +21.9% | +140.6% | -118.7% | -21.5% |
| 5Y | +16.3% | +154.5% | -138.2% | -28.7% |
| 10Y | +249.9% | +295.4% | -45.6% | +64.4% |
| All | +249.9% | +288.8% | -39.0% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRV.
Daily Out/Under-Performance
Portfolio return minus TRV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRV 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 10y: compounded portfolio wealth divided by compounded TRV 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…
10y analysis · Full analysis span regression · 6 months rolling