+273.1%
TSM vs PLD
+14.8%
+258.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.6% | +3.1% |
| 7D | +2.7% | -2.4% | +5.1% | +3.6% |
| 30D | +3.6% | -2.4% | +6.0% | +4.5% |
| 3M | -3.4% | -3.8% | +0.4% | -2.6% |
| 6M | +20.6% | 0.0% | +20.6% | +19.7% |
| YTD | +41.9% | +9.2% | +32.6% | +36.0% |
| 1Y | +84.4% | +25.9% | +58.5% | +67.2% |
| 3Y | +380.2% | +21.3% | +358.9% | +327.8% |
| All | +273.1% | +14.8% | +258.4% | +225.0% |
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