+13.3%
RTX vs PLD
+5.5%
+7.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.3% | -1.2% |
| 7D | +3.4% | 0.0% | +3.4% | +3.4% |
| 30D | +8.4% | -3.7% | +12.1% | +9.3% |
| 3M | -10.7% | -7.9% | -2.7% | -8.9% |
| 6M | +11.7% | -9.2% | +20.9% | +13.7% |
| YTD | +9.3% | +3.1% | +6.3% | +7.1% |
| 1Y | +13.3% | +6.2% | +7.1% | +11.2% |
| All | +13.3% | +5.5% | +7.8% | +11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling