+631.8%
TEAM vs PLD
+315.7%
+316.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -1.2% | -14.9% | -15.5% |
| 7D | -19.8% | -0.8% | -19.0% | -19.4% |
| 30D | -21.5% | -0.3% | -21.2% | -21.5% |
| 3M | +39.5% | -8.0% | +47.5% | +45.5% |
| 6M | +73.1% | -9.8% | +82.9% | +81.0% |
| YTD | -5.2% | +1.8% | -7.0% | -8.9% |
| 1Y | -1.6% | +5.6% | -7.2% | -7.5% |
| 3Y | -11.4% | +33.3% | -44.7% | -29.3% |
| 5Y | -65.1% | +0.3% | -65.4% | -66.9% |
| 10Y | +471.3% | +241.6% | +229.7% | +193.5% |
| All | +631.8% | +315.7% | +316.1% | +212.7% |
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 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