+25.1%
PLD vs IEFA
+19.3%
+5.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -1.0% | -1.5% |
| 7D | -0.7% | -0.5% | -0.2% | -0.4% |
| 30D | -2.2% | -1.1% | -1.1% | -1.6% |
| 3M | -7.4% | +5.1% | -12.4% | -10.2% |
| 6M | +1.9% | +9.3% | -7.4% | -4.0% |
| YTD | +7.9% | +13.0% | -5.1% | -1.8% |
| 1Y | +25.1% | +19.2% | +5.9% | +7.6% |
| All | +25.1% | +19.3% | +5.8% | +7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 1y: compounded portfolio wealth divided by compounded IEFA 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…
1y analysis · Full analysis span regression · 6 months rolling