+1,999.1%
TER vs PLD
+1,708.5%
+290.6%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.7% | +6.2% | +5.8% |
| 7D | +0.6% | -2.4% | +3.0% | +1.7% |
| 30D | -8.3% | -2.4% | -5.8% | -7.3% |
| 3M | -12.2% | -3.8% | -8.4% | -11.6% |
| 6M | +17.1% | 0.0% | +17.1% | +16.7% |
| YTD | +84.7% | +9.2% | +75.4% | +76.2% |
| 1Y | +199.9% | +25.9% | +174.0% | +166.6% |
| 3Y | +232.8% | +21.3% | +211.5% | +197.5% |
| 5Y | +198.6% | +14.1% | +184.4% | +173.9% |
| 10Y | +1,669.7% | +237.9% | +1,431.9% | +869.6% |
| All | +1,999.1% | +1,708.5% | +290.6% | +301.9% |
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