+1,541.5%
PLD vs IBN
+1,726.4%
-184.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.2% | -5.4% | -2.5% |
| 7D | -0.8% | +15.1% | -15.9% | -4.9% |
| 30D | -0.3% | +21.6% | -21.9% | -6.0% |
| 3M | -8.0% | +11.2% | -19.2% | -11.1% |
| 6M | -9.8% | +27.8% | -37.6% | -16.3% |
| YTD | +1.8% | +14.7% | -12.9% | -2.8% |
| 1Y | +5.6% | +14.4% | -8.8% | +0.9% |
| 3Y | +33.3% | +52.1% | -18.8% | +15.8% |
| 5Y | +0.3% | +70.7% | -70.4% | -16.2% |
| 10Y | +241.6% | +385.5% | -143.9% | +93.5% |
| All | +1,541.5% | +1,726.4% | -184.9% | +555.9% |
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