+25.0%
PLD vs TRV
+37.5%
-12.5%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -2.8% | -1.8% | -1.0% | -2.4% |
| 30D | -3.6% | -2.1% | -1.5% | -3.2% |
| 3M | -7.1% | +21.2% | -28.3% | -12.5% |
| 6M | +0.2% | +22.0% | -21.8% | -5.8% |
| YTD | +6.9% | +27.7% | -20.8% | +0.1% |
| 1Y | +25.0% | +36.6% | -11.5% | +14.9% |
| All | +25.0% | +37.5% | -12.5% | +14.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling