+25.9%
PLD vs IVZ
+51.7%
-25.8%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.2% |
| 7D | -0.9% | +1.1% | -2.0% | -1.1% |
| 30D | -1.2% | +3.1% | -4.3% | -1.8% |
| 3M | -2.3% | +18.2% | -20.5% | -5.7% |
| 6M | +4.5% | +38.6% | -34.1% | -2.5% |
| YTD | +10.1% | +25.9% | -15.8% | +3.4% |
| 1Y | +25.9% | +51.7% | -25.8% | +11.0% |
| All | +25.9% | +51.7% | -25.8% | +11.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling