+257.2%
PLD vs RBA
+207.2%
+50.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.2% |
| 7D | +1.3% | +1.7% | -0.4% | +0.9% |
| 30D | -1.4% | +8.3% | -9.7% | -3.6% |
| 3M | -8.2% | +10.5% | -18.7% | -10.9% |
| 6M | -8.0% | -5.9% | -2.1% | -7.5% |
| YTD | +3.2% | -6.9% | +10.0% | +3.5% |
| 1Y | +7.0% | -4.9% | +11.9% | +6.6% |
| 3Y | +38.3% | +64.5% | -26.2% | +16.0% |
| 5Y | +0.2% | +46.1% | -45.9% | -15.1% |
| All | +257.2% | +207.2% | +50.1% | +125.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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