+48.0%
TMUS vs PLD
+1.8%
+46.2%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.8% | +1.3% | +3.6% |
| 7D | +5.3% | +0.7% | +4.7% | +5.2% |
| 30D | +13.5% | +0.8% | +12.7% | +13.3% |
| 3M | -4.2% | -6.1% | +1.9% | -3.1% |
| 6M | -11.9% | -8.0% | -3.9% | -10.6% |
| YTD | -15.6% | +4.7% | -20.2% | -16.7% |
| 1Y | -16.8% | +7.2% | -24.0% | -18.3% |
| 3Y | +20.8% | +39.2% | -18.4% | +8.9% |
| 5Y | +48.0% | +1.9% | +46.1% | +42.0% |
| All | +48.0% | +1.8% | +46.2% | +42.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling