+256.8%
PLD vs RBA
+236.6%
+20.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.4% | +0.4% | +2.2% |
| 7D | +0.7% | +2.5% | -1.8% | 0.0% |
| 30D | +0.8% | +11.6% | -10.7% | -2.2% |
| 3M | -6.1% | +1.5% | -7.6% | -6.8% |
| 6M | -8.0% | -6.6% | -1.4% | -7.3% |
| YTD | +4.7% | -6.3% | +10.9% | +4.8% |
| 1Y | +7.2% | -4.0% | +11.2% | +6.5% |
| 3Y | +39.2% | +47.3% | -8.0% | +20.5% |
| 5Y | +1.9% | +47.7% | -45.8% | -13.8% |
| 10Y | +256.8% | +224.7% | +32.0% | +124.6% |
| All | +256.8% | +236.6% | +20.2% | +124.6% |
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