-8.5%
NFLX vs PLD
+0.2%
-8.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | -2.0% | +1.3% | -3.3% | -2.4% |
| 30D | -11.9% | -1.4% | -10.6% | -11.6% |
| 3M | -20.6% | -8.2% | -12.4% | -18.6% |
| 6M | -29.0% | -8.0% | -21.0% | -27.5% |
| YTD | -33.7% | +3.2% | -36.9% | -34.8% |
| 1Y | -46.2% | +7.0% | -53.2% | -47.7% |
| 3Y | +39.8% | +38.3% | +1.5% | +17.4% |
| All | -8.5% | +0.2% | -8.7% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling