+59.0%
PLD vs ROIV
+292.3%
-233.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.5% |
| 7D | +0.8% | +14.3% | -13.5% | -0.5% |
| 30D | +0.5% | +16.2% | -15.8% | -1.0% |
| 3M | -5.5% | +15.1% | -20.6% | -7.0% |
| 6M | -8.3% | +44.2% | -52.6% | -12.0% |
| YTD | +4.3% | +89.8% | -85.5% | -2.9% |
| 1Y | +7.4% | +94.6% | -87.1% | -0.3% |
| 3Y | +37.1% | +367.5% | -330.5% | +16.4% |
| 5Y | +1.3% | +421.4% | -420.1% | -21.4% |
| All | +59.0% | +292.3% | -233.3% | +26.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling