+152.8%
RTX vs PLD
+36.1%
+116.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.8% | +0.7% | +3.0% |
| 7D | -3.2% | +0.7% | -3.9% | -3.3% |
| 30D | +5.6% | +0.8% | +4.7% | +5.3% |
| 3M | -11.7% | -6.1% | -5.6% | -10.7% |
| 6M | +12.3% | -8.0% | +20.3% | +13.9% |
| YTD | +8.2% | +4.7% | +3.5% | +7.0% |
| 1Y | +12.6% | +7.2% | +5.4% | +10.9% |
| 3Y | +152.8% | +39.2% | +113.6% | +139.1% |
| All | +152.8% | +36.1% | +116.8% | +139.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling