+256.8%
PLD vs RRC
+63.1%
+193.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.3% | +2.6% | +2.8% |
| 7D | +0.7% | -10.3% | +11.0% | +1.7% |
| 30D | +0.8% | +19.5% | -18.6% | -1.1% |
| 3M | -6.1% | +27.9% | -34.0% | -8.5% |
| 6M | -8.0% | +21.2% | -29.2% | -10.0% |
| YTD | +4.7% | +39.6% | -34.9% | +0.7% |
| 1Y | +7.2% | +31.3% | -24.1% | +3.7% |
| 3Y | +39.2% | +51.9% | -12.7% | +32.0% |
| 5Y | +1.9% | +110.2% | -108.3% | -7.2% |
| 10Y | +256.8% | +56.7% | +200.1% | +177.2% |
| All | +256.8% | +63.1% | +193.7% | +177.2% |
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