+33.3%
PLD vs RVMD
+793.5%
-760.2%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.2% | -9.5% | -2.1% |
| 7D | -0.8% | +0.5% | -1.3% | -0.9% |
| 30D | -0.3% | -4.3% | +4.0% | 0.0% |
| 3M | -8.0% | -2.8% | -5.2% | -8.0% |
| 6M | -9.8% | +27.3% | -37.1% | -12.6% |
| YTD | +1.8% | +141.4% | -139.6% | -11.1% |
| 1Y | +5.6% | +213.3% | -207.7% | -12.4% |
| 3Y | +33.3% | +792.7% | -759.4% | -22.2% |
| All | +33.3% | +793.5% | -760.2% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 3y: compounded portfolio wealth divided by compounded RVMD 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…
3y analysis · Full analysis span regression · 6 months rolling