+9.3%
PLD vs IYR
+12.4%
-3.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.1% | -1.4% | -1.5% |
| 7D | +4.9% | +6.9% | -2.0% | -2.4% |
| 30D | +2.6% | +10.2% | -7.7% | -7.9% |
| 3M | -4.8% | -0.3% | -4.5% | -4.1% |
| 6M | -3.9% | +3.6% | -7.5% | -7.4% |
| YTD | +5.3% | +12.5% | -7.2% | -5.8% |
| 1Y | +9.3% | +12.4% | -3.2% | -2.1% |
| All | +9.3% | +12.4% | -3.1% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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