+6.8%
NOW vs PLD
+14.8%
-7.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.2% | -2.6% |
| 7D | -2.4% | -2.4% | 0.0% | -1.3% |
| 30D | +20.5% | -2.4% | +22.9% | +21.9% |
| 3M | +18.3% | -3.8% | +22.1% | +20.1% |
| 6M | +24.1% | 0.0% | +24.0% | +22.6% |
| YTD | -7.8% | +9.2% | -17.0% | -13.5% |
| 1Y | -21.4% | +25.9% | -47.3% | -32.0% |
| 3Y | +19.5% | +21.3% | -1.8% | +0.5% |
| All | +6.8% | +14.8% | -7.9% | -7.8% |
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