-2.5%
PLD vs IOT
+61.2%
-63.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.8% |
| 7D | -0.9% | +2.8% | -3.6% | -1.2% |
| 30D | -1.2% | -1.8% | +0.6% | -1.1% |
| 3M | -2.3% | +17.9% | -20.2% | -4.7% |
| 6M | +4.5% | +13.5% | -9.0% | +1.7% |
| YTD | +10.1% | +13.3% | -3.1% | +6.6% |
| 1Y | +25.9% | -3.3% | +29.2% | +24.0% |
| 3Y | +24.4% | +31.3% | -6.9% | +13.0% |
| All | -2.5% | +61.2% | -63.7% | -22.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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