+23.8%
PLD vs IOVA
+44.8%
-21.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.8% | -0.8% |
| 7D | -2.4% | +9.7% | -12.1% | -2.9% |
| 30D | -2.4% | +102.5% | -105.0% | -7.0% |
| 3M | -3.8% | +100.7% | -104.5% | -8.5% |
| 6M | 0.0% | +106.3% | -106.3% | -5.7% |
| YTD | +9.2% | +222.0% | -212.7% | -0.6% |
| 1Y | +25.9% | +299.5% | -273.6% | +11.8% |
| All | +23.8% | +44.8% | -21.0% | +1.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling