-0.7%
PLD vs IBB
+37.5%
-38.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -2.3% |
| 7D | -0.8% | -1.8% | +1.0% | +0.2% |
| 30D | -0.3% | +5.1% | -5.3% | -3.5% |
| 3M | -8.0% | +10.7% | -18.7% | -14.4% |
| 6M | -9.8% | +22.9% | -32.7% | -21.7% |
| YTD | +1.8% | +26.7% | -24.9% | -14.0% |
| 1Y | +5.6% | +35.1% | -29.5% | -14.9% |
| 3Y | +33.3% | +80.2% | -46.9% | -13.2% |
| All | -0.7% | +37.5% | -38.1% | -31.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling