+257.2%
PLD vs RACE
+729.2%
-472.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | -0.4% |
| 7D | +1.3% | -1.2% | +2.5% | +1.8% |
| 30D | -1.4% | +6.1% | -7.5% | -3.6% |
| 3M | -8.2% | -0.3% | -7.9% | -8.3% |
| 6M | -8.0% | +23.4% | -31.4% | -15.7% |
| YTD | +3.2% | +12.5% | -9.4% | -2.9% |
| 1Y | +7.0% | -0.5% | +7.5% | +5.5% |
| 3Y | +38.3% | +23.6% | +14.7% | +19.9% |
| 5Y | +0.2% | +65.4% | -65.2% | -25.0% |
| All | +257.2% | +729.2% | -472.0% | +74.1% |
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