+123.8%
NOK vs PLD
+248.8%
-125.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.8% | +4.0% | +5.7% |
| 7D | -1.4% | +0.7% | -2.1% | -1.6% |
| 30D | -21.0% | +0.8% | -21.9% | -21.3% |
| 3M | -12.6% | -6.1% | -6.5% | -10.5% |
| 6M | -36.2% | -8.0% | -28.2% | -34.6% |
| YTD | +26.4% | +4.7% | +21.8% | +22.9% |
| 1Y | +19.6% | +7.2% | +12.4% | +15.1% |
| 3Y | +152.6% | +39.2% | +113.3% | +113.0% |
| 5Y | +57.3% | +1.9% | +55.4% | +47.4% |
| 10Y | +123.8% | +256.8% | -133.0% | +32.3% |
| All | +123.8% | +248.8% | -125.0% | +32.3% |
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 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