+366.5%
IGV vs PLD
+235.8%
+130.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -1.9% |
| 7D | -4.5% | -2.4% | -2.1% | -3.4% |
| 30D | +3.2% | -2.4% | +5.6% | +4.4% |
| 3M | +4.5% | -3.8% | +8.3% | +5.9% |
| 6M | +22.1% | 0.0% | +22.1% | +20.9% |
| YTD | -1.0% | +9.2% | -10.3% | -6.5% |
| 1Y | -2.1% | +25.9% | -28.0% | -14.1% |
| 3Y | +44.6% | +21.3% | +23.3% | +24.9% |
| 5Y | +22.2% | +14.1% | +8.0% | +7.2% |
| All | +366.5% | +235.8% | +130.6% | +153.2% |
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