+1,150.8%
TER vs PLD
+1,606.2%
-455.4%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.2% | -2.1% | -13.1% | -14.2% |
| 7D | -28.2% | +0.4% | -28.6% | -28.3% |
| 30D | -50.6% | -0.1% | -50.5% | -50.5% |
| 3M | -45.3% | -7.9% | -37.4% | -43.2% |
| 6M | -40.4% | -7.0% | -33.4% | -39.0% |
| YTD | +10.0% | +3.1% | +7.0% | +7.9% |
| 1Y | +13.6% | +7.1% | +6.5% | +9.3% |
| 3Y | +145.2% | +32.9% | +112.3% | +110.5% |
| 5Y | +50.4% | +1.5% | +48.8% | +45.8% |
| 10Y | +882.9% | +245.9% | +637.0% | +434.7% |
| All | +1,150.8% | +1,606.2% | -455.4% | +146.2% |
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