+1,521.1%
PLD vs IWD
+726.5%
+794.6%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | +0.1% |
| 7D | -2.4% | -0.3% | -2.1% | -2.1% |
| 30D | -2.4% | +0.6% | -3.0% | -3.2% |
| 3M | -3.8% | +7.2% | -11.0% | -12.3% |
| 6M | 0.0% | +16.2% | -16.2% | -17.7% |
| YTD | +9.2% | +23.3% | -14.1% | -17.0% |
| 1Y | +25.9% | +29.6% | -3.7% | -10.2% |
| 3Y | +21.3% | +70.5% | -49.2% | -38.7% |
| 5Y | +14.1% | +73.5% | -59.3% | -43.4% |
| 10Y | +237.9% | +198.3% | +39.6% | -23.8% |
| All | +1,521.1% | +726.5% | +794.6% | +40.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling