+0.6%
NVO vs PLD
+16.6%
-16.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.3% |
| 7D | +0.1% | -0.9% | +0.9% | +0.3% |
| 30D | -3.2% | -1.2% | -2.0% | -2.9% |
| 3M | +11.5% | -2.3% | +13.8% | +12.3% |
| 6M | +22.9% | +4.5% | +18.4% | +21.5% |
| YTD | -6.8% | +10.1% | -17.0% | -9.4% |
| 1Y | -12.6% | +25.9% | -38.5% | -18.2% |
| 3Y | -49.6% | +24.4% | -74.0% | -53.4% |
| 5Y | +0.6% | +15.5% | -14.9% | -6.0% |
| All | +0.6% | +16.6% | -16.0% | -6.0% |
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