+22.2%
PLD vs INVH
-7.6%
+29.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -0.7% | -2.3% | +1.6% | +0.8% |
| 30D | -2.2% | -5.7% | +3.5% | +1.5% |
| 3M | -7.4% | -4.5% | -2.9% | -4.8% |
| 6M | +1.9% | +11.0% | -9.0% | -5.4% |
| YTD | +7.9% | +3.7% | +4.2% | +4.4% |
| 1Y | +25.1% | -2.8% | +27.9% | +26.7% |
| All | +22.2% | -7.6% | +29.8% | +28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 3y: compounded portfolio wealth divided by compounded INVH 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…
3y analysis · Full analysis span regression · 6 months rolling