+273.5%
PLD vs INVH
+79.7%
+193.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.3% |
| 7D | -0.9% | -3.1% | +2.3% | +1.4% |
| 30D | -1.2% | -7.1% | +5.9% | +4.1% |
| 3M | -2.3% | -3.0% | +0.7% | -0.4% |
| 6M | +4.5% | +10.1% | -5.6% | -3.1% |
| YTD | +10.1% | +3.8% | +6.3% | +6.0% |
| 1Y | +25.9% | -2.1% | +28.0% | +26.1% |
| 3Y | +24.4% | -7.0% | +31.4% | +28.5% |
| 5Y | +15.5% | -20.6% | +36.0% | +32.8% |
| All | +273.5% | +79.7% | +193.8% | +142.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling