+15.2%
PLD vs IR
+45.6%
-30.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -1.3% |
| 7D | -2.4% | -2.8% | +0.4% | -1.2% |
| 30D | -2.4% | -15.1% | +12.7% | +4.5% |
| 3M | -3.8% | +6.1% | -9.9% | -7.1% |
| 6M | 0.0% | -16.8% | +16.8% | +7.1% |
| YTD | +9.2% | -3.5% | +12.8% | +8.8% |
| 1Y | +25.9% | -3.5% | +29.4% | +24.9% |
| 3Y | +21.3% | +9.5% | +11.8% | +7.9% |
| All | +15.2% | +45.6% | -30.4% | -14.4% |
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