+3,054.7%
TQQQ vs PLD
+237.0%
+2,817.6%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.0% | +1.2% | +1.8% |
| 7D | +2.8% | -0.7% | +3.5% | +3.7% |
| 30D | -3.0% | -2.2% | -0.8% | -0.4% |
| 3M | -2.7% | -7.4% | +4.7% | +4.5% |
| 6M | +45.4% | +1.9% | +43.5% | +37.4% |
| YTD | +36.3% | +7.9% | +28.4% | +17.6% |
| 1Y | +53.4% | +25.1% | +28.3% | +7.5% |
| 3Y | +265.6% | +21.9% | +243.7% | +148.7% |
| 5Y | +101.7% | +16.3% | +85.4% | +59.9% |
| 10Y | +3,054.7% | +249.9% | +2,804.8% | +794.5% |
| All | +3,054.7% | +237.0% | +2,817.6% | +794.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling