+155.6%
NVO vs PLD
+237.0%
-81.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.7% | -0.7% |
| 7D | -4.7% | -0.7% | -4.0% | -4.5% |
| 30D | -5.4% | -2.2% | -3.2% | -4.8% |
| 3M | +7.0% | -7.4% | +14.3% | +9.4% |
| 6M | +17.6% | +1.9% | +15.7% | +17.0% |
| YTD | -8.0% | +7.9% | -15.9% | -10.3% |
| 1Y | -13.8% | +25.1% | -38.9% | -19.5% |
| 3Y | -50.3% | +21.9% | -72.1% | -54.0% |
| 5Y | +0.7% | +16.3% | -15.7% | -7.3% |
| 10Y | +155.6% | +249.9% | -94.3% | +82.1% |
| All | +155.6% | +237.0% | -81.4% | +82.1% |
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