+914.8%
IGV vs PLD
+1,131.7%
-216.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.3% |
| 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% | +2.1% |
| 6M | +12.6% | -9.8% | +22.4% | +15.8% |
| YTD | -6.4% | +1.8% | -8.2% | -8.0% |
| 1Y | -9.5% | +5.6% | -15.1% | -12.2% |
| 3Y | +41.7% | +33.3% | +8.4% | +25.0% |
| 5Y | +12.7% | +0.3% | +12.4% | +8.6% |
| 10Y | +354.1% | +241.6% | +112.5% | +195.6% |
| All | +914.8% | +1,131.7% | -216.9% | +252.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling