+208.0%
RSP vs PLD
+236.1%
-28.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.3% | -0.1% |
| 7D | -0.8% | -2.4% | +1.6% | +0.3% |
| 30D | -0.3% | -2.4% | +2.1% | +0.8% |
| 3M | +4.3% | -3.8% | +8.1% | +5.7% |
| 6M | +8.8% | 0.0% | +8.8% | +8.2% |
| YTD | +15.3% | +9.2% | +6.0% | +9.8% |
| 1Y | +18.3% | +25.9% | -7.6% | +5.3% |
| 3Y | +52.8% | +21.3% | +31.5% | +34.8% |
| 5Y | +51.7% | +14.1% | +37.6% | +34.4% |
| All | +208.0% | +236.1% | -28.2% | +72.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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