+1,077.0%
TER vs PLD
+269.0%
+807.9%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | -0.1% | +8.4% | +8.3% |
| 7D | +5.9% | -1.0% | +6.9% | +6.9% |
| 30D | -30.8% | -1.8% | -28.9% | -29.8% |
| 3M | -29.9% | -6.0% | -23.9% | -27.3% |
| 6M | -27.5% | -8.4% | -19.1% | -24.6% |
| YTD | +37.5% | +4.2% | +33.2% | +33.0% |
| 1Y | +50.3% | +6.2% | +44.0% | +43.6% |
| 3Y | +204.9% | +37.0% | +167.9% | +142.5% |
| 5Y | +89.2% | +1.2% | +88.0% | +78.8% |
| 10Y | +1,077.0% | +272.2% | +804.8% | +518.6% |
| All | +1,077.0% | +269.0% | +807.9% | +518.6% |
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