+486.4%
T vs PLD
+1,708.5%
-1,222.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | -1.3% | -2.4% | +1.1% | -0.7% |
| 30D | +11.4% | -2.4% | +13.8% | +12.0% |
| 3M | +14.3% | -3.8% | +18.1% | +15.3% |
| 6M | -9.3% | 0.0% | -9.3% | -9.4% |
| YTD | +7.1% | +9.2% | -2.1% | +4.6% |
| 1Y | -9.1% | +25.9% | -35.0% | -14.2% |
| 3Y | +105.3% | +21.3% | +84.0% | +92.2% |
| 5Y | +66.8% | +14.1% | +52.7% | +56.2% |
| 10Y | +66.8% | +237.9% | -171.1% | +19.3% |
| All | +486.4% | +1,708.5% | -1,222.1% | +124.1% |
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