+15.2%
PLD vs IP
-17.2%
+32.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.4% |
| 7D | -2.4% | -5.3% | +2.9% | -0.9% |
| 30D | -2.4% | -10.9% | +8.4% | +0.8% |
| 3M | -3.8% | +11.2% | -15.0% | -7.7% |
| 6M | 0.0% | -10.2% | +10.2% | +2.0% |
| YTD | +9.2% | -2.0% | +11.2% | +7.6% |
| 1Y | +25.9% | -19.1% | +45.0% | +31.7% |
| 3Y | +21.3% | +20.9% | +0.5% | +4.3% |
| All | +15.2% | -17.2% | +32.4% | +9.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling