+23.8%
PLD vs IVZ
+136.1%
-112.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -1.1% |
| 7D | -2.4% | +0.6% | -3.0% | -2.6% |
| 30D | -2.4% | +4.0% | -6.4% | -3.8% |
| 3M | -3.8% | +18.2% | -22.0% | -9.9% |
| 6M | 0.0% | +32.8% | -32.8% | -10.6% |
| YTD | +9.2% | +28.7% | -19.5% | -2.1% |
| 1Y | +25.9% | +55.4% | -29.5% | +4.0% |
| All | +23.8% | +136.1% | -112.3% | -23.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling