+267.4%
PLD vs IOVA
+12.2%
+255.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.3% |
| 7D | +0.8% | -8.5% | +9.3% | +1.3% |
| 30D | +0.5% | -44.7% | +45.2% | +3.4% |
| 3M | -5.5% | +26.2% | -31.7% | -8.4% |
| 6M | -8.3% | +123.2% | -131.5% | -15.4% |
| YTD | +4.3% | +196.0% | -191.7% | -6.7% |
| 1Y | +7.4% | +240.9% | -233.5% | -5.2% |
| 3Y | +37.1% | +103.5% | -66.5% | +17.2% |
| 5Y | +1.3% | -65.5% | +66.8% | -7.0% |
| 10Y | +267.4% | +7.0% | +260.4% | +215.8% |
| All | +267.4% | +12.2% | +255.2% | +215.8% |
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