+1,747.8%
PLD vs RGEN
+16,152.1%
-14,404.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.6% |
| 7D | -2.4% | -4.9% | +2.5% | -2.0% |
| 30D | -2.4% | +5.7% | -8.1% | -3.0% |
| 3M | -3.8% | +32.4% | -36.2% | -6.5% |
| 6M | 0.0% | +33.2% | -33.2% | -3.1% |
| YTD | +9.2% | +2.3% | +7.0% | +8.3% |
| 1Y | +25.9% | +39.0% | -13.1% | +21.1% |
| 3Y | +21.3% | -4.6% | +25.9% | +18.8% |
| 5Y | +14.1% | -42.7% | +56.8% | +14.7% |
| 10Y | +237.9% | +433.6% | -195.7% | +182.9% |
| All | +1,747.8% | +16,152.1% | -14,404.3% | +1,156.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling