+104.0%
TXN vs PLD
+31.5%
+72.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | +0.3% |
| 7D | -7.8% | -0.8% | -7.0% | -7.4% |
| 30D | -3.6% | -0.3% | -3.3% | -3.4% |
| 3M | +0.1% | -8.0% | +8.1% | +4.0% |
| 6M | -3.2% | -9.8% | +6.6% | +0.7% |
| YTD | +63.4% | +1.8% | +61.6% | +59.5% |
| 1Y | +75.6% | +5.6% | +70.0% | +68.1% |
| 3Y | +104.0% | +33.3% | +70.8% | +69.0% |
| All | +104.0% | +31.5% | +72.6% | +69.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling