+1,561.0%
PLD vs RBA
+4,058.7%
-2,497.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.3% | -1.8% | -2.0% |
| 7D | +0.4% | +7.3% | -6.9% | -1.8% |
| 30D | -0.1% | +16.9% | -17.0% | -5.0% |
| 3M | -7.9% | -0.5% | -7.5% | -8.2% |
| 6M | -7.0% | -10.4% | +3.5% | -4.8% |
| YTD | +3.1% | -7.2% | +10.3% | +3.6% |
| 1Y | +7.1% | -2.2% | +9.3% | +5.7% |
| 3Y | +32.9% | +43.7% | -10.8% | +13.8% |
| 5Y | +1.5% | +38.7% | -37.1% | -14.5% |
| 10Y | +245.9% | +231.7% | +14.2% | +105.7% |
| All | +1,561.0% | +4,058.7% | -2,497.7% | +540.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling