+86.7%
NOK vs PLD
+14.8%
+71.9%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.9% |
| 7D | -1.8% | -2.4% | +0.6% | -0.9% |
| 30D | +4.7% | -2.4% | +7.1% | +5.6% |
| 3M | -39.7% | -3.8% | -35.9% | -39.2% |
| 6M | +23.1% | 0.0% | +23.0% | +22.0% |
| YTD | +55.0% | +9.2% | +45.8% | +48.3% |
| 1Y | +118.0% | +25.9% | +92.1% | +96.8% |
| 3Y | +170.5% | +21.3% | +149.2% | +142.3% |
| All | +86.7% | +14.8% | +71.9% | +60.5% |
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