+7.0%
PLD vs RGEN
+8.1%
-1.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | +0.1% |
| 7D | +1.3% | -3.3% | +4.6% | +1.5% |
| 30D | -1.4% | -5.8% | +4.5% | -1.1% |
| 3M | -8.2% | +0.2% | -8.3% | -8.3% |
| 6M | -8.0% | +56.8% | -64.8% | -11.6% |
| YTD | +3.2% | +2.4% | +0.8% | +1.1% |
| 1Y | +7.0% | +11.4% | -4.4% | +3.3% |
| All | +7.0% | +8.1% | -1.1% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 1y: compounded portfolio wealth divided by compounded RGEN 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…
1y analysis · Full analysis span regression · 6 months rolling