+1.2%
PLD vs RVTY
-9.4%
+10.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.5% | +0.1% |
| 7D | -1.0% | -0.7% | -0.3% | -0.8% |
| 30D | -1.8% | +1.7% | -3.6% | -2.8% |
| 3M | -6.0% | +36.8% | -42.9% | -16.9% |
| 6M | -8.4% | +60.1% | -68.5% | -24.1% |
| YTD | +4.2% | +64.0% | -59.7% | -15.8% |
| 1Y | +6.2% | +68.2% | -62.0% | -15.3% |
| 3Y | +37.0% | +88.8% | -51.8% | +0.6% |
| 5Y | +1.2% | -10.5% | +11.7% | +0.6% |
| All | +1.2% | -9.4% | +10.6% | +0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling