+1,078.5%
PLD vs RCAT
-100.0%
+1,178.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -14.9% | +12.7% | -2.1% |
| 7D | +0.4% | -32.6% | +33.0% | +0.4% |
| 30D | -0.1% | -46.3% | +46.2% | -0.1% |
| 3M | -7.9% | -60.7% | +52.7% | -7.9% |
| 6M | -7.0% | -67.4% | +60.4% | -6.9% |
| YTD | +3.1% | -57.1% | +60.1% | +3.1% |
| 1Y | +7.1% | -63.8% | +70.9% | +7.1% |
| 3Y | +32.9% | +268.1% | -235.2% | +32.8% |
| 5Y | +1.5% | +25.2% | -23.6% | +1.5% |
| 10Y | +245.9% | -99.7% | +345.6% | +251.8% |
| All | +1,078.5% | -100.0% | +1,178.5% | +1,238.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling