+231.7%
PLD vs RMD
+350.6%
-119.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.4% | -0.7% |
| 7D | -0.8% | +2.3% | -3.1% | -1.6% |
| 30D | -0.3% | +4.1% | -4.4% | -1.9% |
| 3M | -8.0% | +5.7% | -13.7% | -10.3% |
| 6M | -9.8% | +12.9% | -22.7% | -14.4% |
| YTD | +1.8% | -1.5% | +3.3% | +0.9% |
| 1Y | +5.6% | -4.8% | +10.4% | +5.8% |
| 3Y | +33.3% | +57.5% | -24.2% | +7.9% |
| 5Y | +0.3% | -5.5% | +5.8% | -4.2% |
| All | +231.7% | +350.6% | -119.0% | +130.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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