+169.3%
RTX vs PLD
+14.8%
+154.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | +0.1% | -0.5% |
| 7D | -5.2% | -2.4% | -2.8% | -4.6% |
| 30D | -9.4% | -2.4% | -7.0% | -8.8% |
| 3M | +12.3% | -3.8% | +16.1% | +13.1% |
| 6M | -3.1% | 0.0% | -3.1% | -3.4% |
| YTD | +10.7% | +9.2% | +1.4% | +7.9% |
| 1Y | +28.4% | +25.9% | +2.5% | +20.6% |
| 3Y | +147.1% | +21.3% | +125.8% | +130.0% |
| All | +169.3% | +14.8% | +154.6% | +153.5% |
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