+38.3%
PLD vs INVH
-4.3%
+42.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.4% |
| 7D | +1.3% | -0.9% | +2.3% | +1.9% |
| 30D | -1.4% | +1.2% | -2.5% | -2.2% |
| 3M | -8.2% | -10.4% | +2.2% | -1.7% |
| 6M | -8.0% | -3.6% | -4.4% | -6.3% |
| YTD | +3.2% | -0.1% | +3.2% | +2.1% |
| 1Y | +7.0% | -0.7% | +7.7% | +6.3% |
| 3Y | +38.3% | -4.6% | +42.9% | +36.6% |
| All | +38.3% | -4.3% | +42.6% | +36.6% |
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