-9.2%
IGV vs PLD
+7.3%
-16.6%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.2% | +2.9% |
| 7D | -0.4% | +0.7% | -1.1% | -0.4% |
| 30D | -9.9% | +0.8% | -10.8% | -9.8% |
| 3M | -1.2% | -6.1% | +4.9% | -2.2% |
| 6M | +11.3% | -8.0% | +19.3% | +10.4% |
| YTD | -4.0% | +4.7% | -8.6% | -0.9% |
| All | -9.2% | +7.3% | -16.6% | -6.5% |
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 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