+236.9%
PLD vs IP
+23.2%
+213.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.5% |
| 7D | -2.4% | -5.3% | +2.9% | -0.7% |
| 30D | -2.4% | -10.9% | +8.4% | +1.2% |
| 3M | -3.8% | +11.2% | -15.0% | -8.2% |
| 6M | 0.0% | -10.2% | +10.2% | +1.9% |
| YTD | +9.2% | -2.0% | +11.2% | +7.2% |
| 1Y | +25.9% | -19.1% | +45.0% | +31.6% |
| 3Y | +21.3% | +20.9% | +0.5% | +4.8% |
| 5Y | +14.1% | -17.8% | +31.9% | +12.7% |
| All | +236.9% | +23.2% | +213.7% | +149.0% |
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