+14.5%
IGV vs PLD
-0.1%
+14.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.4% | -0.3% |
| 7D | +2.5% | 0.0% | +2.5% | +2.5% |
| 30D | -8.6% | -3.7% | -4.8% | -7.2% |
| 3M | -1.6% | -7.9% | +6.3% | +1.6% |
| 6M | +13.4% | -9.2% | +22.7% | +17.1% |
| YTD | -4.0% | +3.1% | -7.0% | -7.0% |
| 1Y | -7.6% | +6.2% | -13.8% | -11.9% |
| 3Y | +39.3% | +35.4% | +3.9% | +11.8% |
| 5Y | +14.5% | +0.1% | +14.4% | +4.0% |
| All | +14.5% | -0.1% | +14.6% | +4.0% |
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