+1,747.8%
PLD vs TRV
+1,745.5%
+2.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.6% | 0.0% |
| 7D | -2.4% | -0.1% | -2.2% | -2.3% |
| 30D | -2.4% | -3.4% | +1.0% | -0.7% |
| 3M | -3.8% | +26.4% | -30.2% | -15.5% |
| 6M | 0.0% | +19.3% | -19.3% | -9.5% |
| YTD | +9.2% | +28.3% | -19.1% | -5.1% |
| 1Y | +25.9% | +34.3% | -8.4% | +6.5% |
| 3Y | +21.3% | +140.1% | -118.8% | -26.6% |
| 5Y | +14.1% | +155.7% | -141.6% | -34.7% |
| 10Y | +237.9% | +285.5% | -47.7% | +46.1% |
| All | +1,747.8% | +1,745.5% | +2.4% | +342.7% |
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