+39.1%
IWM vs PLD
+14.8%
+24.4%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.6% |
| 7D | +0.1% | -2.4% | +2.5% | +1.2% |
| 30D | -1.3% | -2.4% | +1.2% | -0.1% |
| 3M | +1.6% | -3.8% | +5.4% | +3.0% |
| 6M | +13.6% | 0.0% | +13.5% | +12.8% |
| YTD | +20.8% | +9.2% | +11.5% | +14.5% |
| 1Y | +26.4% | +25.9% | +0.5% | +11.2% |
| 3Y | +60.7% | +21.3% | +39.4% | +40.8% |
| All | +39.1% | +14.8% | +24.4% | +21.9% |
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