-50.3%
TEAM vs PLD
+14.8%
-65.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.1% |
| 7D | -0.4% | -2.4% | +1.9% | +1.2% |
| 30D | +67.3% | -2.4% | +69.7% | +70.2% |
| 3M | +86.8% | -3.8% | +90.6% | +90.8% |
| 6M | +146.8% | 0.0% | +146.8% | +142.1% |
| YTD | +16.9% | +9.2% | +7.7% | +6.0% |
| 1Y | +12.8% | +25.9% | -13.1% | -9.4% |
| 3Y | -7.3% | +21.3% | -28.6% | -26.4% |
| All | -50.3% | +14.8% | -65.1% | -54.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling