+1,683.2%
TER vs PLD
+236.1%
+1,447.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.9% |
| 7D | +0.6% | -2.4% | +3.0% | +2.0% |
| 30D | -8.3% | -2.4% | -5.8% | -7.0% |
| 3M | -12.2% | -3.8% | -8.4% | -11.5% |
| 6M | +17.1% | 0.0% | +17.1% | +16.3% |
| YTD | +84.7% | +9.2% | +75.4% | +73.6% |
| 1Y | +199.9% | +25.9% | +174.0% | +157.3% |
| 3Y | +232.8% | +21.3% | +211.5% | +185.2% |
| 5Y | +198.6% | +14.1% | +184.4% | +162.6% |
| All | +1,683.2% | +236.1% | +1,447.0% | +866.7% |
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 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