-6.7%
IGV vs PLD
+27.5%
-34.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.7% | -1.7% |
| 7D | -3.3% | -0.9% | -2.5% | -3.4% |
| 30D | 0.0% | -1.2% | +1.2% | -0.2% |
| 3M | +7.3% | -2.3% | +9.7% | +7.3% |
| 6M | +16.7% | +4.5% | +12.2% | +16.5% |
| YTD | -2.8% | +10.1% | -13.0% | -2.3% |
| 1Y | -6.7% | +25.9% | -32.6% | -6.8% |
| All | -6.7% | +27.5% | -34.1% | -6.8% |
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