+327.1%
NET vs PLD
+21.6%
+305.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.2% | -1.7% |
| 7D | -7.0% | -2.4% | -4.6% | -6.0% |
| 30D | -4.8% | -2.4% | -2.4% | -3.8% |
| 3M | +3.8% | -3.8% | +7.6% | +5.1% |
| 6M | +50.0% | 0.0% | +50.0% | +47.9% |
| YTD | +41.5% | +9.2% | +32.2% | +33.0% |
| 1Y | +32.8% | +25.9% | +6.9% | +15.1% |
| All | +327.1% | +21.6% | +305.4% | +257.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling