-19.0%
NVO vs PLD
+2.0%
-21.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +1.3% | +0.8% | +0.5% | +1.1% |
| 30D | +5.3% | +0.5% | +4.9% | +5.2% |
| 3M | -13.6% | -5.5% | -8.1% | -12.3% |
| 6M | -10.5% | -8.3% | -2.2% | -8.3% |
| YTD | -16.0% | +4.3% | -20.3% | -17.1% |
| 1Y | -7.0% | +7.4% | -14.4% | -8.9% |
| 3Y | -56.1% | +37.1% | -93.2% | -60.6% |
| 5Y | -19.0% | +1.3% | -20.3% | -20.0% |
| All | -19.0% | +2.0% | -21.0% | -20.0% |
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