+15.2%
PLD vs IT
-40.5%
+55.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | +0.1% |
| 7D | -2.4% | -6.0% | +3.6% | -1.3% |
| 30D | -2.4% | 0.0% | -2.4% | -2.6% |
| 3M | -3.8% | +13.1% | -16.9% | -7.2% |
| 6M | 0.0% | +11.7% | -11.7% | -4.0% |
| YTD | +9.2% | -26.1% | +35.3% | +16.3% |
| 1Y | +25.9% | -21.3% | +47.2% | +30.1% |
| 3Y | +21.3% | -46.7% | +68.0% | +39.5% |
| All | +15.2% | -40.5% | +55.8% | +21.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling