+21.1%
PLD vs IBKR
+283.5%
-262.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | 0.0% | -0.8% |
| 7D | -2.8% | -3.8% | +0.9% | -2.4% |
| 30D | -3.6% | -0.3% | -3.3% | -3.7% |
| 3M | -7.1% | +4.8% | -11.9% | -8.1% |
| 6M | +0.2% | +30.8% | -30.6% | -4.1% |
| YTD | +6.9% | +39.5% | -32.6% | +1.1% |
| 1Y | +25.0% | +43.7% | -18.6% | +17.3% |
| All | +21.1% | +283.5% | -262.4% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 IBKR 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