+34.9%
PLD vs IBB
+75.6%
-40.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.0% | +2.9% | +0.4% |
| 7D | +0.4% | -3.6% | +4.0% | +2.2% |
| 30D | -0.1% | +3.4% | -3.5% | -2.1% |
| 3M | -7.9% | +9.5% | -17.4% | -13.1% |
| 6M | -7.0% | +23.3% | -30.3% | -18.5% |
| YTD | +3.1% | +24.5% | -21.5% | -10.9% |
| 1Y | +7.1% | +32.9% | -25.8% | -11.7% |
| All | +34.9% | +75.6% | -40.6% | -15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling