+3,481.2%
TXN vs PLD
+1,585.1%
+1,896.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | +0.1% |
| 7D | -7.8% | -0.8% | -7.0% | -7.5% |
| 30D | -3.6% | -0.3% | -3.3% | -3.5% |
| 3M | +0.1% | -8.0% | +8.1% | +2.9% |
| 6M | -3.2% | -9.8% | +6.6% | -0.4% |
| YTD | +63.4% | +1.8% | +61.6% | +61.5% |
| 1Y | +75.6% | +5.6% | +70.0% | +71.5% |
| 3Y | +104.0% | +33.3% | +70.8% | +83.3% |
| 5Y | +65.0% | +0.3% | +64.7% | +60.5% |
| 10Y | +437.9% | +241.6% | +196.3% | +255.8% |
| All | +3,481.2% | +1,585.1% | +1,896.1% | +885.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling