+7.8%
PLD vs IBB
+38.4%
-30.6%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.8% | 0.0% | +2.2% |
| 7D | +0.7% | +2.7% | -2.0% | +0.2% |
| 30D | +0.8% | +6.3% | -5.5% | -0.4% |
| 3M | -6.1% | +11.1% | -17.2% | -8.4% |
| 6M | -8.0% | +29.2% | -37.2% | -13.8% |
| YTD | +4.7% | +30.2% | -25.6% | -2.7% |
| All | +7.8% | +38.4% | -30.6% | -1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling