+249.9%
PLD vs RSG
+418.8%
-168.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.4% | -2.4% | -2.3% |
| 7D | -0.7% | 0.0% | -0.7% | -0.7% |
| 30D | -2.2% | +3.7% | -5.9% | -4.6% |
| 3M | -7.4% | +6.2% | -13.5% | -11.4% |
| 6M | +1.9% | -2.8% | +4.7% | +3.0% |
| YTD | +7.9% | +5.9% | +2.0% | +2.5% |
| 1Y | +25.1% | -1.8% | +26.8% | +24.8% |
| 3Y | +21.9% | +57.5% | -35.6% | -16.5% |
| 5Y | +16.3% | +91.1% | -74.8% | -32.0% |
| 10Y | +249.9% | +428.1% | -178.2% | +1.0% |
| All | +249.9% | +418.8% | -168.9% | +1.0% |
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