+33.3%
PLD vs IBN
+51.2%
-18.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.2% | -5.4% | -2.2% |
| 7D | -0.8% | +15.1% | -15.9% | -4.2% |
| 30D | -0.3% | +21.6% | -21.9% | -5.0% |
| 3M | -8.0% | +11.2% | -19.2% | -10.5% |
| 6M | -9.8% | +27.8% | -37.6% | -15.3% |
| YTD | +1.8% | +14.7% | -12.9% | -2.4% |
| 1Y | +5.6% | +14.4% | -8.8% | +1.3% |
| 3Y | +33.3% | +52.1% | -18.8% | +16.4% |
| All | +33.3% | +51.2% | -18.0% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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