+1.2%
PLD vs RRC
+135.4%
-134.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.3% | -0.2% |
| 7D | -1.0% | -0.5% | -0.6% | -1.0% |
| 30D | -1.8% | +25.2% | -27.0% | -5.6% |
| 3M | -6.0% | +27.8% | -33.9% | -10.0% |
| 6M | -8.4% | +27.2% | -35.6% | -12.4% |
| YTD | +4.2% | +48.2% | -43.9% | -3.4% |
| 1Y | +6.2% | +34.7% | -28.5% | 0.0% |
| 3Y | +37.0% | +62.2% | -25.3% | +23.4% |
| 5Y | +1.2% | +130.9% | -129.7% | -10.2% |
| All | +1.2% | +135.4% | -134.2% | -10.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling