-0.7%
PLD vs IRM
+187.5%
-188.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.8% | +0.4% |
| 7D | +1.3% | +6.8% | -5.4% | -1.8% |
| 30D | -1.4% | +2.6% | -4.0% | -3.1% |
| 3M | -8.2% | -9.5% | +1.3% | -4.5% |
| 6M | -8.0% | -8.5% | +0.5% | -5.3% |
| YTD | +3.2% | +40.3% | -37.1% | -16.0% |
| 1Y | +7.0% | +28.7% | -21.7% | -9.1% |
| 3Y | +38.3% | +111.8% | -73.5% | -20.0% |
| All | -0.7% | +187.5% | -188.2% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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