+257.2%
PLD vs IOVA
+0.8%
+256.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | 0.0% |
| 7D | +1.3% | -3.5% | +4.8% | +1.6% |
| 30D | -1.4% | -45.4% | +44.0% | +1.6% |
| 3M | -8.2% | +19.0% | -27.2% | -10.6% |
| 6M | -8.0% | +112.0% | -120.0% | -14.8% |
| YTD | +3.2% | +184.2% | -181.1% | -7.5% |
| 1Y | +7.0% | +222.0% | -215.0% | -5.2% |
| 3Y | +38.3% | +92.6% | -54.3% | +18.7% |
| 5Y | +0.2% | -63.2% | +63.4% | -8.5% |
| All | +257.2% | +0.8% | +256.4% | +207.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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