+234.3%
PLD vs RMD
+278.3%
-44.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.6% |
| 7D | -2.4% | -5.0% | +2.6% | -0.7% |
| 30D | -2.4% | +2.2% | -4.7% | -3.4% |
| 3M | -3.8% | +17.8% | -21.6% | -9.6% |
| 6M | 0.0% | -11.3% | +11.4% | +3.4% |
| YTD | +9.2% | -4.4% | +13.7% | +9.8% |
| 1Y | +25.9% | -15.7% | +41.6% | +32.0% |
| 3Y | +21.3% | +47.7% | -26.4% | +0.4% |
| 5Y | +14.1% | -19.2% | +33.3% | +15.6% |
| All | +234.3% | +278.3% | -44.0% | +134.2% |
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