+37.1%
PLD vs RY
+160.5%
-123.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.6% | +1.8% | +2.1% |
| 7D | +0.8% | -0.6% | +1.4% | +1.2% |
| 30D | +0.5% | +6.1% | -5.7% | -3.5% |
| 3M | -5.5% | -3.4% | -2.1% | -3.5% |
| 6M | -8.3% | +12.8% | -21.1% | -16.5% |
| YTD | +4.3% | +21.0% | -16.7% | -9.9% |
| 1Y | +7.4% | +40.5% | -33.0% | -17.0% |
| 3Y | +37.1% | +159.9% | -122.8% | -39.2% |
| All | +37.1% | +160.5% | -123.5% | -39.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling