+331.7%
PLD vs IBKR
+1,343.5%
-1,011.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.7% |
| 7D | -0.9% | +0.6% | -1.5% | -1.2% |
| 30D | -1.2% | +3.7% | -4.9% | -3.4% |
| 3M | -2.3% | +4.2% | -6.5% | -5.6% |
| 6M | +4.5% | +36.6% | -32.1% | -12.4% |
| YTD | +10.1% | +41.9% | -31.7% | -10.5% |
| 1Y | +25.9% | +49.5% | -23.6% | -1.6% |
| 3Y | +24.4% | +291.3% | -266.9% | -46.1% |
| 5Y | +15.5% | +492.7% | -477.2% | -62.6% |
| 10Y | +240.3% | +994.0% | -753.7% | -37.0% |
| All | +331.7% | +1,343.5% | -1,011.7% | -57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling