+272.2%
PLD vs RRX
+222.4%
+49.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.5% |
| 7D | -1.0% | +5.4% | -6.4% | -2.8% |
| 30D | -1.8% | +12.0% | -13.8% | -5.9% |
| 3M | -6.0% | +6.1% | -12.2% | -8.6% |
| 6M | -8.4% | -13.2% | +4.8% | -7.1% |
| YTD | +4.2% | +31.0% | -26.7% | -10.4% |
| 1Y | +6.2% | +38.8% | -32.5% | -10.9% |
| 3Y | +37.0% | +70.3% | -33.3% | +1.5% |
| 5Y | +1.2% | +15.5% | -14.4% | -16.6% |
| 10Y | +272.2% | +213.7% | +58.5% | +103.9% |
| All | +272.2% | +222.4% | +49.8% | +103.9% |
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