+33.3%
PLD vs RRC
+36.3%
-3.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.7% | -0.8% |
| 7D | -0.8% | -10.8% | +10.0% | +1.0% |
| 30D | -0.3% | +22.3% | -22.6% | -4.1% |
| 3M | -8.0% | +26.6% | -34.6% | -12.2% |
| 6M | -9.8% | +18.9% | -28.7% | -13.1% |
| YTD | +1.8% | +39.2% | -37.4% | -6.1% |
| 1Y | +5.6% | +34.0% | -28.4% | -1.9% |
| 3Y | +33.3% | +42.0% | -8.8% | +20.7% |
| All | +33.3% | +36.3% | -3.0% | +20.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling