+5.6%
PLD vs ROIV
+93.5%
-87.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.2% | -7.4% | -1.4% |
| 7D | -0.8% | +5.3% | -6.1% | -1.0% |
| 30D | -0.3% | +11.9% | -12.2% | -0.7% |
| 3M | -8.0% | +10.7% | -18.7% | -8.4% |
| 6M | -9.8% | +34.9% | -44.7% | -11.2% |
| YTD | +1.8% | +79.2% | -77.4% | +0.2% |
| 1Y | +5.6% | +89.0% | -83.4% | +4.1% |
| All | +5.6% | +93.5% | -87.9% | +4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling