+11.2%
IGV vs PLD
-0.1%
+11.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.4% |
| 7D | -5.2% | -0.8% | -4.4% | -4.9% |
| 30D | -10.0% | -0.3% | -9.7% | -10.0% |
| 3M | -0.5% | -8.0% | +7.5% | +2.7% |
| 6M | +12.6% | -9.8% | +22.4% | +16.5% |
| YTD | -6.4% | +1.8% | -8.2% | -8.9% |
| 1Y | -9.5% | +5.6% | -15.1% | -13.5% |
| 3Y | +41.7% | +33.3% | +8.4% | +14.5% |
| All | +11.2% | -0.1% | +11.3% | +1.7% |
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