+234.3%
PLD vs NDAQ
+382.2%
-147.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.1% | +0.3% |
| 7D | -2.4% | -2.4% | +0.1% | -1.1% |
| 30D | -2.4% | +2.5% | -4.9% | -3.8% |
| 3M | -3.8% | +9.9% | -13.7% | -9.2% |
| 6M | 0.0% | +9.4% | -9.4% | -5.9% |
| YTD | +9.2% | +0.4% | +8.8% | +6.8% |
| 1Y | +25.9% | +4.0% | +21.9% | +20.0% |
| 3Y | +21.3% | +94.4% | -73.1% | -22.5% |
| 5Y | +14.1% | +56.7% | -42.6% | -18.5% |
| All | +234.3% | +382.2% | -147.9% | +40.0% |
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