+235.8%
PLD vs RY
+366.5%
-130.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.9% | +0.7% | -0.2% |
| 7D | +0.4% | -1.1% | +1.5% | +1.1% |
| 30D | -0.1% | +4.4% | -4.5% | -3.1% |
| 3M | -7.9% | -2.9% | -5.0% | -6.3% |
| 6M | -7.0% | +15.6% | -22.5% | -16.1% |
| YTD | +3.1% | +21.8% | -18.8% | -10.5% |
| 1Y | +7.1% | +42.6% | -35.5% | -16.6% |
| 3Y | +32.9% | +160.9% | -128.0% | -31.9% |
| 5Y | +1.5% | +126.1% | -124.5% | -43.0% |
| All | +235.8% | +366.5% | -130.7% | +28.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RY.
Daily Out/Under-Performance
Portfolio return minus RY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RY 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 RY 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