+231.7%
PLD vs RY
+360.6%
-128.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | 0.0% | -0.4% |
| 7D | -0.8% | -0.9% | +0.1% | -0.2% |
| 30D | -0.3% | +5.9% | -6.1% | -4.1% |
| 3M | -8.0% | -4.3% | -3.8% | -5.5% |
| 6M | -9.8% | +12.1% | -21.9% | -17.0% |
| YTD | +1.8% | +20.3% | -18.5% | -10.8% |
| 1Y | +5.6% | +41.0% | -35.4% | -17.1% |
| 3Y | +33.3% | +157.5% | -124.3% | -31.1% |
| 5Y | +0.3% | +123.2% | -122.9% | -43.3% |
| All | +231.7% | +360.6% | -128.9% | +27.7% |
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