+256.8%
PLD vs RACE
+738.3%
-481.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.7% | +2.2% | +2.6% |
| 7D | +0.7% | +3.9% | -3.2% | -0.7% |
| 30D | +0.8% | +7.4% | -6.6% | -1.8% |
| 3M | -6.1% | +1.6% | -7.7% | -6.9% |
| 6M | -8.0% | +23.3% | -31.3% | -15.7% |
| YTD | +4.7% | +14.7% | -10.0% | -2.1% |
| 1Y | +7.2% | +2.5% | +4.7% | +4.5% |
| 3Y | +39.2% | +28.0% | +11.2% | +19.1% |
| 5Y | +1.9% | +69.8% | -67.9% | -24.4% |
| 10Y | +256.8% | +734.9% | -478.1% | +80.6% |
| All | +256.8% | +738.3% | -481.5% | +80.6% |
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