+256.9%
PLD vs RRX
+207.5%
+49.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.8% |
| 7D | 0.0% | +12.6% | -12.6% | -3.7% |
| 30D | -3.7% | +10.6% | -14.3% | -7.3% |
| 3M | -7.9% | +4.6% | -12.6% | -10.1% |
| 6M | -9.2% | -13.6% | +4.4% | -7.9% |
| YTD | +3.1% | +29.4% | -26.3% | -11.1% |
| 1Y | +6.2% | +31.9% | -25.7% | -9.3% |
| 3Y | +35.4% | +68.3% | -32.8% | +0.7% |
| 5Y | +0.1% | +13.2% | -13.1% | -17.0% |
| All | +256.9% | +207.5% | +49.4% | +96.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 RRX 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