+15.1%
TEAM vs PLD
+9.3%
+5.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | +0.1% |
| 7D | -13.7% | +4.9% | -18.6% | -11.9% |
| 30D | -3.4% | +2.6% | -6.0% | -2.2% |
| 3M | +72.1% | -4.8% | +76.9% | +69.1% |
| 6M | +103.8% | -3.9% | +107.7% | +103.8% |
| YTD | +17.1% | +5.3% | +11.8% | +28.7% |
| 1Y | +15.1% | +9.3% | +5.8% | +23.4% |
| All | +15.1% | +9.3% | +5.8% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling