+21.1%
TMO vs PLD
+6.9%
+14.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | +0.1% |
| 7D | +0.8% | +1.3% | -0.6% | +0.5% |
| 30D | +4.0% | -1.4% | +5.4% | +4.3% |
| 3M | +17.6% | -8.2% | +25.8% | +20.0% |
| 6M | +57.3% | -8.0% | +65.3% | +59.5% |
| YTD | +21.2% | +3.2% | +18.0% | +19.1% |
| 1Y | +21.1% | +7.0% | +14.1% | +15.2% |
| All | +21.1% | +6.9% | +14.2% | +15.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling