+1,663.4%
PLD vs TRV
+1,902.7%
-239.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.1% |
| 7D | -1.0% | -2.4% | +1.4% | +0.2% |
| 30D | -1.8% | +7.5% | -9.3% | -5.6% |
| 3M | -6.0% | +6.7% | -12.8% | -9.4% |
| 6M | -8.4% | +35.5% | -43.8% | -22.5% |
| YTD | +4.2% | +39.3% | -35.0% | -13.4% |
| 1Y | +6.2% | +41.8% | -35.6% | -12.6% |
| 3Y | +37.0% | +147.3% | -110.3% | -18.3% |
| 5Y | +1.2% | +178.3% | -177.1% | -44.6% |
| 10Y | +272.2% | +348.3% | -76.1% | +48.4% |
| All | +1,663.4% | +1,902.7% | -239.4% | +304.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling