+238.5%
TER vs PLD
+21.6%
+216.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.9% |
| 7D | +0.6% | -2.4% | +3.0% | +1.9% |
| 30D | -8.3% | -2.4% | -5.8% | -7.1% |
| 3M | -12.2% | -3.8% | -8.4% | -11.6% |
| 6M | +17.1% | 0.0% | +17.1% | +16.0% |
| YTD | +84.7% | +9.2% | +75.4% | +73.9% |
| 1Y | +199.9% | +25.9% | +174.0% | +158.8% |
| All | +238.5% | +21.6% | +216.9% | +165.0% |
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