+231.7%
PLD vs IT
+100.5%
+131.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.0% | +2.8% | -0.2% |
| 7D | -0.8% | -16.9% | +16.1% | +3.5% |
| 30D | -0.3% | +2.3% | -2.6% | -1.5% |
| 3M | -8.0% | +2.9% | -10.9% | -9.9% |
| 6M | -9.8% | +25.9% | -35.7% | -18.2% |
| YTD | +1.8% | -24.6% | +26.4% | +6.1% |
| 1Y | +5.6% | -16.0% | +21.6% | +6.0% |
| 3Y | +33.3% | -51.6% | +84.8% | +57.4% |
| 5Y | +0.3% | -42.6% | +42.9% | +8.4% |
| All | +231.7% | +100.5% | +131.1% | +132.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling