+231.7%
PLD vs RIG
-46.9%
+278.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -4.0% | -1.4% |
| 7D | -0.8% | -24.5% | +23.7% | +1.2% |
| 30D | -0.3% | -2.8% | +2.5% | -0.2% |
| 3M | -8.0% | +1.6% | -9.6% | -8.5% |
| 6M | -9.8% | -15.9% | +6.1% | -9.1% |
| YTD | +1.8% | +26.9% | -25.1% | -1.2% |
| 1Y | +5.6% | +34.4% | -28.8% | +1.9% |
| 3Y | +33.3% | -21.2% | +54.5% | +30.9% |
| 5Y | +0.3% | +46.4% | -46.1% | -8.2% |
| All | +231.7% | -46.9% | +278.6% | +188.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RIG.
Daily Out/Under-Performance
Portfolio return minus RIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RIG 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 10y: compounded portfolio wealth divided by compounded RIG 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…
10y analysis · Full analysis span regression · 6 months rolling