+272.2%
PLD vs NDAQ
+475.0%
-202.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.3% | +0.1% |
| 7D | -1.0% | 0.0% | -1.0% | -1.0% |
| 30D | -1.8% | +16.3% | -18.2% | -9.8% |
| 3M | -6.0% | +15.8% | -21.9% | -13.7% |
| 6M | -8.4% | +24.8% | -33.2% | -19.8% |
| YTD | +4.2% | +14.1% | -9.8% | -5.3% |
| 1Y | +6.2% | +26.5% | -20.3% | -9.4% |
| 3Y | +37.0% | +119.1% | -82.2% | -18.2% |
| 5Y | +1.2% | +70.9% | -69.8% | -30.9% |
| 10Y | +272.2% | +479.7% | -207.5% | +36.3% |
| All | +272.2% | +475.0% | -202.8% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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