-16.0%
NOW vs PLD
+33.1%
-49.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.1% | -3.8% | -5.7% |
| 7D | -6.7% | +0.4% | -7.1% | -6.7% |
| 30D | -25.8% | -0.1% | -25.7% | -25.9% |
| 3M | -12.7% | -7.9% | -4.7% | -11.6% |
| 6M | +11.2% | -7.0% | +18.2% | +12.1% |
| YTD | -33.2% | +3.1% | -36.2% | -34.5% |
| 1Y | -41.8% | +7.1% | -48.9% | -43.7% |
| All | -16.0% | +33.1% | -49.1% | -26.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling