-15.7%
TEAM vs PLD
+37.2%
-52.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.3% | -3.7% | -3.9% |
| 7D | -22.2% | +0.8% | -23.0% | -22.4% |
| 30D | -28.1% | +0.5% | -28.6% | -28.3% |
| 3M | -2.2% | -5.5% | +3.3% | -0.3% |
| 6M | +62.2% | -8.3% | +70.6% | +66.3% |
| YTD | -8.4% | +4.3% | -12.6% | -12.5% |
| 1Y | -6.6% | +7.4% | -14.1% | -12.3% |
| 3Y | -15.7% | +37.1% | -52.8% | -36.8% |
| All | -15.7% | +37.2% | -52.9% | -36.8% |
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