+496.0%
PLD vs INDA
+119.4%
+376.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.7% | -3.0% | -2.1% |
| 7D | -0.8% | +6.6% | -7.4% | -3.9% |
| 30D | -0.3% | +10.4% | -10.6% | -5.1% |
| 3M | -8.0% | +1.5% | -9.6% | -8.8% |
| 6M | -9.8% | +1.7% | -11.5% | -10.8% |
| YTD | +1.8% | -5.8% | +7.6% | +4.4% |
| 1Y | +5.6% | -5.1% | +10.7% | +7.9% |
| 3Y | +33.3% | +16.0% | +17.3% | +22.5% |
| 5Y | +0.3% | +9.3% | -9.0% | -5.1% |
| 10Y | +241.6% | +102.1% | +139.5% | +134.0% |
| All | +496.0% | +119.4% | +376.6% | +284.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling