+1,381.0%
NET vs PLD
+91.1%
+1,289.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.3% | -3.6% |
| 7D | -16.4% | +4.9% | -21.3% | -18.9% |
| 30D | -25.8% | +2.6% | -28.4% | -27.1% |
| 3M | -11.5% | -4.8% | -6.8% | -9.1% |
| 6M | +18.9% | -3.9% | +22.8% | +19.8% |
| YTD | +35.2% | +5.3% | +29.9% | +27.2% |
| 1Y | +14.5% | +9.3% | +5.2% | +5.0% |
| 3Y | +313.8% | +35.8% | +278.0% | +213.0% |
| 5Y | +32.6% | +2.9% | +29.6% | +21.3% |
| All | +1,381.0% | +91.1% | +1,289.9% | +951.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling