+501.5%
NOW vs PLD
+240.5%
+261.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.1% | -3.8% | -4.9% |
| 7D | -6.7% | +0.4% | -7.1% | -6.8% |
| 30D | -25.8% | -0.1% | -25.7% | -26.2% |
| 3M | -12.7% | -7.9% | -4.7% | -9.6% |
| 6M | +11.2% | -7.0% | +18.2% | +13.6% |
| YTD | -33.2% | +3.1% | -36.2% | -36.1% |
| 1Y | -41.8% | +7.1% | -48.9% | -45.6% |
| 3Y | -15.7% | +32.9% | -48.5% | -33.8% |
| 5Y | -26.0% | +1.5% | -27.6% | -32.3% |
| All | +501.5% | +240.5% | +261.0% | +220.4% |
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