+4.7%
NEE vs PLD
+7.0%
-2.3%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.3% | -0.6% |
| 7D | +2.3% | +0.8% | +1.5% | +2.1% |
| 30D | +11.5% | +0.5% | +11.0% | +11.2% |
| 3M | +2.6% | -5.5% | +8.1% | +4.1% |
| 6M | -6.0% | -8.3% | +2.4% | -4.2% |
| YTD | +9.8% | +4.3% | +5.5% | +4.7% |
| 1Y | +4.7% | +7.4% | -2.7% | -2.5% |
| All | +4.7% | +7.0% | -2.3% | -2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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