+231.7%
PLD vs RACE
+740.1%
-508.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -0.7% |
| 7D | -0.8% | +5.1% | -5.9% | -2.6% |
| 30D | -0.3% | +7.7% | -8.0% | -3.0% |
| 3M | -8.0% | +2.2% | -10.2% | -9.0% |
| 6M | -9.8% | +23.8% | -33.6% | -17.4% |
| YTD | +1.8% | +13.9% | -12.1% | -4.6% |
| 1Y | +5.6% | +3.8% | +1.8% | +2.4% |
| 3Y | +33.3% | +28.0% | +5.2% | +13.9% |
| 5Y | +0.3% | +64.9% | -64.6% | -24.8% |
| All | +231.7% | +740.1% | -508.4% | +66.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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