+1,747.8%
PLD vs RIG
-87.2%
+1,835.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.8% | +2.1% | -0.3% |
| 7D | -2.4% | +0.9% | -3.3% | -2.6% |
| 30D | -2.4% | +13.8% | -16.2% | -4.4% |
| 3M | -3.8% | -6.4% | +2.6% | -3.3% |
| 6M | 0.0% | -8.2% | +8.2% | +0.2% |
| YTD | +9.2% | +41.6% | -32.4% | +2.3% |
| 1Y | +25.9% | +88.7% | -62.8% | +12.3% |
| 3Y | +21.3% | -30.9% | +52.2% | +20.7% |
| 5Y | +14.1% | +57.7% | -43.6% | -6.3% |
| 10Y | +237.9% | -39.3% | +277.1% | +139.8% |
| All | +1,747.8% | -87.2% | +1,835.0% | +1,684.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling