+15.5%
PLD vs TRV
+156.0%
-140.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +1.2% |
| 7D | -0.9% | +0.5% | -1.3% | -1.0% |
| 30D | -1.2% | -4.9% | +3.7% | +0.4% |
| 3M | -2.3% | +23.7% | -26.1% | -9.5% |
| 6M | +4.5% | +20.3% | -15.8% | -2.3% |
| YTD | +10.1% | +27.1% | -16.9% | +1.1% |
| 1Y | +25.9% | +35.3% | -9.4% | +12.9% |
| 3Y | +24.4% | +139.8% | -115.4% | -9.7% |
| 5Y | +15.5% | +153.9% | -138.4% | -17.9% |
| All | +15.5% | +156.0% | -140.6% | -17.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling