-0.7%
PLD vs IVZ
+36.0%
-36.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.4% | -2.3% | -0.8% |
| 7D | +1.3% | +7.6% | -6.3% | -1.4% |
| 30D | -1.4% | +4.3% | -5.7% | -3.2% |
| 3M | -8.2% | -9.3% | +1.2% | -5.2% |
| 6M | -8.0% | +5.2% | -13.3% | -11.0% |
| YTD | +3.2% | +13.4% | -10.3% | -4.1% |
| 1Y | +7.0% | +25.4% | -18.4% | -4.7% |
| 3Y | +38.3% | +152.5% | -114.2% | -12.3% |
| All | -0.7% | +36.0% | -36.7% | -24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling