+443.6%
TEAM vs PLD
+268.4%
+175.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.6% | -1.6% |
| 7D | -2.4% | +1.3% | -3.7% | -3.1% |
| 30D | -26.7% | -1.4% | -25.3% | -26.3% |
| 3M | -9.6% | -8.2% | -1.5% | -5.8% |
| 6M | +86.0% | -8.0% | +94.1% | +92.3% |
| YTD | -7.5% | +3.2% | -10.6% | -11.7% |
| 1Y | -1.4% | +7.0% | -8.4% | -7.9% |
| 3Y | -14.3% | +38.3% | -52.6% | -32.9% |
| 5Y | -66.3% | +0.2% | -66.5% | -68.2% |
| All | +443.6% | +268.4% | +175.3% | +226.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling