+231.7%
PLD vs IP
+26.3%
+205.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.1% | -1.5% |
| 7D | -0.8% | -5.1% | +4.3% | +0.9% |
| 30D | -0.3% | +8.5% | -8.8% | -3.2% |
| 3M | -8.0% | -13.8% | +5.8% | -3.8% |
| 6M | -9.8% | +5.7% | -15.5% | -13.0% |
| YTD | +1.8% | -9.1% | +10.9% | +2.1% |
| 1Y | +5.6% | -0.8% | +6.4% | +2.3% |
| 3Y | +33.3% | +14.8% | +18.5% | +16.8% |
| 5Y | +0.3% | -11.5% | +11.8% | -4.2% |
| All | +231.7% | +26.3% | +205.4% | +159.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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