+107.7%
T vs PLD
+21.6%
+86.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | -1.3% | -2.4% | +1.1% | -0.9% |
| 30D | +11.4% | -2.4% | +13.8% | +11.8% |
| 3M | +14.3% | -3.8% | +18.1% | +14.9% |
| 6M | -9.3% | 0.0% | -9.3% | -9.3% |
| YTD | +7.1% | +9.2% | -2.1% | +5.7% |
| 1Y | -9.1% | +25.9% | -35.0% | -12.2% |
| All | +107.7% | +21.6% | +86.1% | +103.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 3y: compounded portfolio wealth divided by compounded PLD 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…
3y analysis · Full analysis span regression · 6 months rolling