+240.3%
PLD vs RVTY
+140.1%
+100.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.8% |
| 7D | -0.9% | +0.4% | -1.2% | -1.1% |
| 30D | -1.2% | +10.8% | -12.0% | -5.4% |
| 3M | -2.3% | +26.8% | -29.1% | -11.8% |
| 6M | +4.5% | +39.3% | -34.8% | -10.0% |
| YTD | +10.1% | +31.6% | -21.5% | -3.7% |
| 1Y | +25.9% | +47.7% | -21.8% | +4.1% |
| 3Y | +24.4% | +19.9% | +4.5% | +8.6% |
| 5Y | +15.5% | -32.3% | +47.8% | +26.2% |
| 10Y | +240.3% | +138.4% | +101.9% | +120.3% |
| All | +240.3% | +140.1% | +100.2% | +120.3% |
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