+1.5%
PLD vs IR
+42.7%
-41.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.8% | +0.6% | -1.0% |
| 7D | +0.4% | +2.3% | -1.9% | -0.6% |
| 30D | -0.1% | +3.3% | -3.4% | -1.6% |
| 3M | -7.9% | -9.0% | +1.1% | -4.5% |
| 6M | -7.0% | +8.0% | -15.0% | -11.1% |
| YTD | +3.1% | +3.4% | -0.3% | -0.6% |
| 1Y | +7.1% | +4.5% | +2.6% | +2.5% |
| 3Y | +32.9% | +25.6% | +7.3% | +10.2% |
| 5Y | +1.5% | +43.8% | -42.3% | -25.8% |
| All | +1.5% | +42.7% | -41.2% | -25.8% |
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