+1,149.2%
PLD vs RCAT
-100.0%
+1,249.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.0% | +1.3% | -0.7% |
| 7D | -2.4% | -1.4% | -1.0% | -2.4% |
| 30D | -2.4% | -3.3% | +0.9% | -2.4% |
| 3M | -3.8% | -43.2% | +39.4% | -3.8% |
| 6M | 0.0% | -43.2% | +43.2% | 0.0% |
| YTD | +9.2% | +5.5% | +3.7% | +9.2% |
| 1Y | +25.9% | -1.6% | +27.6% | +25.9% |
| 3Y | +21.3% | +773.7% | -752.4% | +21.2% |
| 5Y | +14.1% | +187.6% | -173.5% | +14.0% |
| 10Y | +237.9% | -98.5% | +336.3% | +243.8% |
| All | +1,149.2% | -100.0% | +1,249.2% | +1,318.6% |
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