+272.2%
PLD vs RSG
+452.5%
-180.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.7% | -0.7% | -0.5% |
| 7D | -1.0% | +1.6% | -2.6% | -2.1% |
| 30D | -1.8% | +13.5% | -15.3% | -10.0% |
| 3M | -6.0% | +16.3% | -22.4% | -15.3% |
| 6M | -8.4% | +26.9% | -35.2% | -22.6% |
| YTD | +4.2% | +19.1% | -14.8% | -8.7% |
| 1Y | +6.2% | +21.8% | -15.6% | -8.7% |
| 3Y | +37.0% | +63.5% | -26.5% | -7.9% |
| 5Y | +1.2% | +98.6% | -97.5% | -41.9% |
| 10Y | +272.2% | +444.4% | -172.2% | +13.6% |
| All | +272.2% | +452.5% | -180.3% | +13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RSG.
Daily Out/Under-Performance
Portfolio return minus RSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RSG 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 RSG 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