+256.9%
PLD vs INDA
+115.8%
+141.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.1% |
| 7D | 0.0% | +3.1% | -3.1% | -1.7% |
| 30D | -3.7% | +9.1% | -12.9% | -8.3% |
| 3M | -7.9% | +3.2% | -11.1% | -9.6% |
| 6M | -9.2% | +8.5% | -17.7% | -13.4% |
| YTD | +3.1% | -4.6% | +7.7% | +5.3% |
| 1Y | +6.2% | -5.5% | +11.7% | +9.0% |
| 3Y | +35.4% | +16.7% | +18.7% | +22.5% |
| 5Y | +0.1% | +9.0% | -8.9% | -6.3% |
| All | +256.9% | +115.8% | +141.0% | +130.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 10y: compounded portfolio wealth divided by compounded INDA 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…
10y analysis · Full analysis span regression · 6 months rolling