+57.2%
TXN vs PLD
+14.8%
+42.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.2% |
| 7D | -0.1% | -2.4% | +2.3% | +1.0% |
| 30D | -6.9% | -2.4% | -4.5% | -5.9% |
| 3M | -14.9% | -3.8% | -11.1% | -14.1% |
| 6M | +29.0% | 0.0% | +29.0% | +28.0% |
| YTD | +51.5% | +9.2% | +42.2% | +43.7% |
| 1Y | +41.6% | +25.9% | +15.7% | +25.1% |
| 3Y | +65.8% | +21.3% | +44.5% | +45.5% |
| All | +57.2% | +14.8% | +42.4% | +45.8% |
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