+1.3%
PLD vs RBA
+48.5%
-47.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | +0.8% | +3.2% | -2.4% | 0.0% |
| 30D | +0.5% | +12.0% | -11.5% | -2.2% |
| 3M | -5.5% | +2.9% | -8.4% | -6.4% |
| 6M | -8.3% | -6.3% | -2.1% | -7.8% |
| YTD | +4.3% | -5.9% | +10.2% | +4.2% |
| 1Y | +7.4% | -3.9% | +11.3% | +6.6% |
| 3Y | +37.1% | +64.9% | -27.8% | +17.7% |
| 5Y | +1.3% | +48.5% | -47.1% | -9.1% |
| All | +1.3% | +48.5% | -47.1% | -9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling