+38.2%
PLD vs RIG
-19.4%
+57.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | 0.0% | +4.3% | -4.3% | -0.4% |
| 30D | -3.7% | -5.8% | +2.1% | -3.5% |
| 3M | -7.9% | -6.7% | -1.3% | -7.8% |
| 6M | -9.2% | -18.7% | +9.4% | -8.0% |
| YTD | +3.1% | +28.8% | -25.8% | -2.5% |
| 1Y | +6.2% | +28.8% | -22.6% | +0.3% |
| All | +38.2% | -19.4% | +57.6% | +34.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling