-0.7%
PLD vs RCAT
+41.8%
-42.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.4% | +3.5% | +0.2% |
| 7D | +1.3% | -5.9% | +7.3% | +1.5% |
| 30D | -1.4% | -19.7% | +18.3% | -1.0% |
| 3M | -8.2% | -62.9% | +54.7% | -6.0% |
| 6M | -8.0% | -59.6% | +51.6% | -6.5% |
| YTD | +3.2% | -52.1% | +55.2% | +3.4% |
| 1Y | +7.0% | -50.9% | +57.9% | +7.0% |
| 3Y | +38.3% | +333.8% | -295.5% | +22.0% |
| All | -0.7% | +41.8% | -42.5% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT 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 RCAT 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