+403.9%
T vs PLD
+1,606.2%
-1,202.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.1% | +2.1% | +0.5% |
| 7D | +4.3% | +0.4% | +3.9% | +4.2% |
| 30D | -9.7% | -0.1% | -9.6% | -9.7% |
| 3M | -4.3% | -7.9% | +3.6% | -2.5% |
| 6M | -13.7% | -7.0% | -6.7% | -12.3% |
| YTD | -8.0% | +3.1% | -11.0% | -8.9% |
| 1Y | -6.9% | +7.1% | -14.0% | -8.7% |
| 3Y | +59.7% | +32.9% | +26.8% | +46.3% |
| 5Y | +53.4% | +1.5% | +51.9% | +47.7% |
| 10Y | +58.2% | +245.9% | -187.7% | +12.7% |
| All | +403.9% | +1,606.2% | -1,202.3% | +95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling