+234.3%
PLD vs IOVA
+9.2%
+225.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.8% | -0.8% |
| 7D | -2.4% | +9.7% | -12.1% | -3.0% |
| 30D | -2.4% | +102.5% | -105.0% | -7.5% |
| 3M | -3.8% | +100.7% | -104.5% | -9.1% |
| 6M | 0.0% | +106.3% | -106.3% | -6.3% |
| YTD | +9.2% | +222.0% | -212.7% | -1.4% |
| 1Y | +25.9% | +299.5% | -273.6% | +11.0% |
| 3Y | +21.3% | +42.9% | -21.6% | +7.4% |
| 5Y | +14.1% | -65.0% | +79.1% | +6.0% |
| All | +234.3% | +9.2% | +225.1% | +203.4% |
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