+122.4%
NOK vs PLD
+238.6%
-116.2%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.8% | +5.4% | +5.9% |
| 7D | +7.3% | -0.9% | +8.1% | +7.6% |
| 30D | +13.8% | -1.2% | +15.0% | +14.3% |
| 3M | -27.0% | -2.3% | -24.7% | -26.8% |
| 6M | +37.6% | +4.5% | +33.1% | +34.2% |
| YTD | +64.6% | +10.1% | +54.5% | +56.9% |
| 1Y | +132.0% | +25.9% | +106.1% | +109.3% |
| 3Y | +183.7% | +24.4% | +159.2% | +151.2% |
| 5Y | +101.3% | +15.5% | +85.8% | +79.5% |
| 10Y | +122.4% | +240.3% | -117.9% | +32.3% |
| All | +122.4% | +238.6% | -116.2% | +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