-0.7%
PLD vs IBN
+73.5%
-74.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +1.3% | +1.9% | -0.5% | +0.7% |
| 30D | -1.4% | +22.1% | -23.5% | -8.4% |
| 3M | -8.2% | +17.1% | -25.3% | -13.5% |
| 6M | -8.0% | +35.5% | -43.6% | -18.0% |
| YTD | +3.2% | +16.8% | -13.7% | -3.2% |
| 1Y | +7.0% | +12.4% | -5.4% | +1.8% |
| 3Y | +38.3% | +58.0% | -19.8% | +10.7% |
| All | -0.7% | +73.5% | -74.2% | -25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling