+1,747.8%
PLD vs RRX
+838.0%
+909.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | -2.4% | +3.4% | -5.8% | -3.9% |
| 30D | -2.4% | -11.1% | +8.7% | +2.5% |
| 3M | -3.8% | -23.7% | +19.9% | +5.1% |
| 6M | 0.0% | -22.0% | +22.0% | +6.0% |
| YTD | +9.2% | +16.5% | -7.2% | -4.8% |
| 1Y | +25.9% | +11.5% | +14.4% | +10.7% |
| 3Y | +21.3% | +1.5% | +19.8% | +4.0% |
| 5Y | +14.1% | +18.3% | -4.1% | -12.6% |
| 10Y | +237.9% | +209.8% | +28.1% | +43.8% |
| All | +1,747.8% | +838.0% | +909.8% | +422.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling