+210.3%
NVO vs PLD
+269.0%
-58.7%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.0% | +1.0% |
| 7D | -2.6% | -1.0% | -1.6% | -2.3% |
| 30D | +6.5% | -1.8% | +8.3% | +7.1% |
| 3M | -11.8% | -6.0% | -5.7% | -10.2% |
| 6M | -10.3% | -8.4% | -1.9% | -8.0% |
| YTD | -15.2% | +4.2% | -19.5% | -16.4% |
| 1Y | -12.2% | +6.2% | -18.4% | -14.0% |
| 3Y | -55.7% | +37.0% | -92.7% | -60.5% |
| 5Y | -18.7% | +1.2% | -19.9% | -22.0% |
| 10Y | +210.3% | +272.2% | -61.9% | +138.6% |
| All | +210.3% | +269.0% | -58.7% | +138.6% |
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