+1.9%
PLD vs ROIV
+433.0%
-431.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.6% | -1.8% | +2.3% |
| 7D | +0.7% | +13.3% | -12.6% | -0.6% |
| 30D | +0.8% | +14.8% | -13.9% | -0.7% |
| 3M | -6.1% | +11.9% | -18.0% | -7.5% |
| 6M | -8.0% | +42.4% | -50.4% | -12.0% |
| YTD | +4.7% | +87.4% | -82.8% | -3.2% |
| 1Y | +7.2% | +97.2% | -90.0% | -1.6% |
| 3Y | +39.2% | +375.7% | -336.5% | +15.7% |
| 5Y | +1.9% | +379.0% | -377.1% | -23.9% |
| All | +1.9% | +433.0% | -431.1% | -23.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling