+973.2%
IGV vs PLD
+1,221.9%
-248.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.5% | -2.0% |
| 7D | -4.5% | -2.4% | -2.1% | -3.7% |
| 30D | +3.2% | -2.4% | +5.6% | +4.1% |
| 3M | +4.5% | -3.8% | +8.3% | +5.5% |
| 6M | +22.1% | 0.0% | +22.1% | +21.3% |
| YTD | -1.0% | +9.2% | -10.3% | -4.8% |
| 1Y | -2.1% | +25.9% | -28.0% | -10.4% |
| 3Y | +44.6% | +21.3% | +23.3% | +31.7% |
| 5Y | +22.2% | +14.1% | +8.0% | +13.1% |
| 10Y | +364.7% | +237.9% | +126.9% | +203.0% |
| All | +973.2% | +1,221.9% | -248.7% | +264.4% |
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