+257.2%
PLD vs RVTY
+211.6%
+45.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.8% | +0.7% |
| 7D | +1.3% | -0.5% | +1.8% | +1.5% |
| 30D | -1.4% | +1.5% | -2.9% | -2.4% |
| 3M | -8.2% | +31.5% | -39.6% | -18.4% |
| 6M | -8.0% | +62.7% | -70.7% | -25.4% |
| YTD | +3.2% | +60.0% | -56.8% | -17.2% |
| 1Y | +7.0% | +65.7% | -58.7% | -15.5% |
| 3Y | +38.3% | +85.2% | -46.9% | +0.9% |
| 5Y | +0.2% | -14.9% | +15.1% | -0.8% |
| All | +257.2% | +211.6% | +45.6% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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