+1.9%
PLD vs IR
+51.1%
-49.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.7% | -1.9% | +0.9% |
| 7D | +0.7% | +5.0% | -4.3% | -1.4% |
| 30D | +0.8% | +10.3% | -9.5% | -3.5% |
| 3M | -6.1% | -0.1% | -6.0% | -6.4% |
| 6M | -8.0% | +14.8% | -22.8% | -14.3% |
| YTD | +4.7% | +9.7% | -5.1% | -1.6% |
| 1Y | +7.2% | +12.2% | -5.0% | -0.5% |
| 3Y | +39.2% | +30.0% | +9.2% | +14.1% |
| 5Y | +1.9% | +46.8% | -44.9% | -26.4% |
| All | +1.9% | +51.1% | -49.2% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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