-0.7%
PLD vs IWD
+68.9%
-69.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.9% | -0.8% |
| 7D | -0.8% | -0.5% | -0.3% | -0.3% |
| 30D | -0.3% | +2.7% | -2.9% | -3.5% |
| 3M | -8.0% | +0.9% | -8.9% | -9.1% |
| 6M | -9.8% | +10.5% | -20.3% | -20.6% |
| YTD | +1.8% | +23.7% | -21.9% | -22.3% |
| 1Y | +5.6% | +28.7% | -23.1% | -23.4% |
| 3Y | +33.3% | +79.7% | -46.4% | -36.1% |
| All | -0.7% | +68.9% | -69.5% | -49.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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