+499.2%
NOW vs PLD
+236.3%
+262.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.9% | +0.2% |
| 7D | -3.0% | -0.8% | -2.2% | -2.6% |
| 30D | -26.0% | -0.3% | -25.8% | -26.4% |
| 3M | -13.1% | -8.0% | -5.1% | -10.0% |
| 6M | +14.5% | -9.8% | +24.3% | +18.9% |
| YTD | -33.4% | +1.8% | -35.2% | -36.0% |
| 1Y | -40.6% | +5.6% | -46.2% | -44.1% |
| 3Y | -16.3% | +33.3% | -49.6% | -34.5% |
| 5Y | -26.3% | +0.3% | -26.6% | -32.1% |
| All | +499.2% | +236.3% | +262.9% | +221.1% |
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