+15.2%
PLD vs RIG
+60.3%
-45.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.5% |
| 7D | -2.4% | +0.9% | -3.3% | -2.5% |
| 30D | -2.4% | +13.8% | -16.2% | -3.7% |
| 3M | -3.8% | -6.4% | +2.6% | -3.5% |
| 6M | 0.0% | -8.2% | +8.2% | +0.1% |
| YTD | +9.2% | +41.6% | -32.4% | +4.3% |
| 1Y | +25.9% | +88.7% | -62.8% | +16.2% |
| 3Y | +21.3% | -30.9% | +52.2% | +19.0% |
| All | +15.2% | +60.3% | -45.0% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling