+1,747.8%
PLD vs RY
+4,388.2%
-2,640.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.2% |
| 7D | -2.4% | +3.1% | -5.5% | -4.5% |
| 30D | -2.4% | -0.3% | -2.1% | -2.4% |
| 3M | -3.8% | +8.7% | -12.5% | -9.5% |
| 6M | 0.0% | +28.5% | -28.5% | -16.2% |
| YTD | +9.2% | +25.1% | -15.9% | -6.9% |
| 1Y | +25.9% | +46.3% | -20.4% | -3.8% |
| 3Y | +21.3% | +154.9% | -133.6% | -37.1% |
| 5Y | +14.1% | +140.3% | -126.2% | -38.8% |
| 10Y | +237.9% | +377.0% | -139.2% | +9.7% |
| All | +1,747.8% | +4,388.2% | -2,640.4% | +218.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling