+1,747.8%
PLD vs RRC
+300.4%
+1,447.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | -0.6% |
| 7D | -2.4% | +1.3% | -3.7% | -2.6% |
| 30D | -2.4% | +10.1% | -12.6% | -3.9% |
| 3M | -3.8% | +4.0% | -7.8% | -4.5% |
| 6M | 0.0% | +1.6% | -1.6% | -0.7% |
| YTD | +9.2% | +19.7% | -10.5% | +5.6% |
| 1Y | +25.9% | +21.4% | +4.5% | +21.2% |
| 3Y | +21.3% | +29.7% | -8.4% | +14.3% |
| 5Y | +14.1% | +153.9% | -139.7% | -6.6% |
| 10Y | +237.9% | +10.8% | +227.1% | +171.3% |
| All | +1,747.8% | +300.4% | +1,447.4% | +1,322.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling