+46.1%
RSP vs PLD
0.0%
+46.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.1% | -0.8% | -2.0% |
| 7D | -1.4% | +0.4% | -1.9% | -1.6% |
| 30D | +2.1% | -0.1% | +2.2% | +2.1% |
| 3M | -0.9% | -7.9% | +7.0% | +2.3% |
| 6M | +7.5% | -7.0% | +14.5% | +10.1% |
| YTD | +14.6% | +3.1% | +11.5% | +12.2% |
| 1Y | +17.6% | +7.1% | +10.5% | +13.3% |
| 3Y | +60.8% | +32.9% | +27.9% | +37.0% |
| 5Y | +46.1% | +1.5% | +44.6% | +30.1% |
| All | +46.1% | 0.0% | +46.1% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling