+57.1%
PLD vs ROIV
+248.8%
-191.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.2% | +2.1% | -1.7% |
| 7D | +0.4% | -2.4% | +2.8% | +0.6% |
| 30D | -0.1% | +3.1% | -3.2% | -0.5% |
| 3M | -7.9% | +5.8% | -13.8% | -8.7% |
| 6M | -7.0% | +29.3% | -36.3% | -9.8% |
| YTD | +3.1% | +68.8% | -65.7% | -3.0% |
| 1Y | +7.1% | +81.0% | -73.9% | 0.0% |
| 3Y | +32.9% | +294.6% | -261.7% | +14.6% |
| 5Y | +1.5% | +373.1% | -371.6% | -20.3% |
| All | +57.1% | +248.8% | -191.7% | +26.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling