+234.3%
PLD vs RRC
+5.5%
+228.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.6% |
| 7D | -2.4% | +1.3% | -3.7% | -2.5% |
| 30D | -2.4% | +10.1% | -12.6% | -3.4% |
| 3M | -3.8% | +4.0% | -7.8% | -4.3% |
| 6M | 0.0% | +1.6% | -1.6% | -0.4% |
| YTD | +9.2% | +19.7% | -10.5% | +6.9% |
| 1Y | +25.9% | +21.4% | +4.5% | +22.9% |
| 3Y | +21.3% | +29.7% | -8.4% | +17.0% |
| 5Y | +14.1% | +153.9% | -139.7% | +2.9% |
| All | +234.3% | +5.5% | +228.8% | +178.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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