+39.1%
IGV vs PLD
+36.2%
+2.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.4% | -0.5% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | -8.6% | -3.7% | -4.8% | -7.8% |
| 3M | -1.6% | -7.9% | +6.3% | +0.2% |
| 6M | +13.4% | -9.2% | +22.7% | +15.5% |
| YTD | -4.0% | +3.1% | -7.0% | -6.0% |
| 1Y | -7.6% | +6.2% | -13.8% | -10.5% |
| All | +39.1% | +36.2% | +2.9% | +19.9% |
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