+313.6%
PLD vs RACE
+670.3%
-356.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.3% | +0.2% | -1.3% |
| 7D | +0.4% | +5.7% | -5.2% | -1.5% |
| 30D | -0.1% | +9.3% | -9.4% | -3.2% |
| 3M | -7.9% | +3.8% | -11.8% | -9.3% |
| 6M | -7.0% | +29.8% | -36.8% | -15.9% |
| YTD | +3.1% | +15.6% | -12.6% | -3.6% |
| 1Y | +7.1% | +5.1% | +2.0% | +3.6% |
| 3Y | +32.9% | +30.8% | +2.1% | +14.1% |
| 5Y | +1.5% | +67.4% | -65.9% | -22.4% |
| 10Y | +245.9% | +793.6% | -547.7% | +61.6% |
| All | +313.6% | +670.3% | -356.7% | +83.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling