+78.4%
IVV vs PLD
+21.6%
+56.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | +0.1% | -2.4% | +2.5% | +0.8% |
| 30D | +0.1% | -2.4% | +2.5% | +0.7% |
| 3M | +2.0% | -3.8% | +5.8% | +2.8% |
| 6M | +13.0% | 0.0% | +13.0% | +12.5% |
| YTD | +13.6% | +9.2% | +4.4% | +9.9% |
| 1Y | +20.1% | +25.9% | -5.8% | +11.0% |
| All | +78.4% | +21.6% | +56.7% | +59.8% |
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