+231.7%
PLD vs IVZ
+48.5%
+183.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -0.8% | -2.4% | +1.7% | -0.1% |
| 30D | -0.3% | -11.2% | +10.9% | +3.4% |
| 3M | -8.0% | -14.0% | +5.9% | -3.8% |
| 6M | -9.8% | +0.5% | -10.3% | -10.9% |
| YTD | +1.8% | +5.4% | -3.6% | -1.8% |
| 1Y | +5.6% | +19.5% | -13.9% | -2.6% |
| 3Y | +33.3% | +128.7% | -95.4% | -3.3% |
| 5Y | +0.3% | +28.8% | -28.5% | -15.4% |
| All | +231.7% | +48.5% | +183.2% | +135.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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