+415.7%
TXN vs PLD
+237.0%
+178.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.0% | +3.1% | +2.0% |
| 7D | +2.7% | -0.7% | +3.3% | +3.0% |
| 30D | -6.7% | -2.2% | -4.5% | -5.8% |
| 3M | -8.9% | -7.4% | -1.5% | -6.1% |
| 6M | +34.7% | +1.9% | +32.8% | +32.4% |
| YTD | +53.3% | +7.9% | +45.4% | +46.1% |
| 1Y | +45.0% | +25.1% | +20.0% | +27.9% |
| 3Y | +73.1% | +21.9% | +51.2% | +51.5% |
| 5Y | +59.9% | +16.3% | +43.6% | +39.7% |
| 10Y | +415.7% | +249.9% | +165.8% | +178.0% |
| All | +415.7% | +237.0% | +178.6% | +178.0% |
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 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