+1,661.7%
PLD vs IBN
+1,532.9%
+128.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -2.4% | +1.4% | -3.8% | -2.8% |
| 30D | -2.4% | -0.3% | -2.1% | -2.4% |
| 3M | -3.8% | +17.1% | -20.9% | -8.2% |
| 6M | 0.0% | +3.4% | -3.4% | -1.1% |
| YTD | +9.2% | +2.5% | +6.7% | +8.1% |
| 1Y | +25.9% | -4.2% | +30.1% | +26.8% |
| 3Y | +21.3% | +32.4% | -11.1% | +10.1% |
| 5Y | +14.1% | +59.2% | -45.1% | -2.7% |
| 10Y | +237.9% | +345.7% | -107.8% | +96.0% |
| All | +1,661.7% | +1,532.9% | +128.8% | +629.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling