+5.2%
PLD vs IRE
-98.0%
+103.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -33.9% | +31.8% | -2.0% |
| 7D | +0.4% | -57.1% | +57.6% | +0.7% |
| 30D | -0.1% | -84.4% | +84.3% | +0.6% |
| 3M | -7.9% | -85.0% | +77.0% | -7.3% |
| 6M | -7.0% | -95.2% | +88.3% | -6.0% |
| YTD | +3.1% | -93.9% | +97.0% | +3.2% |
| 1Y | +7.1% | -98.8% | +105.9% | +8.3% |
| All | +5.2% | -98.0% | +103.3% | +5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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