+37.1%
PLD vs NDAQ
+122.1%
-85.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.7% | -0.8% |
| 7D | +0.8% | +2.9% | -2.1% | -0.1% |
| 30D | +0.5% | +17.5% | -17.0% | -4.8% |
| 3M | -5.5% | +15.4% | -20.9% | -10.0% |
| 6M | -8.3% | +24.6% | -32.9% | -15.3% |
| YTD | +4.3% | +14.4% | -10.1% | -0.9% |
| 1Y | +7.4% | +26.9% | -19.5% | -3.1% |
| 3Y | +37.1% | +119.8% | -82.8% | -12.6% |
| All | +37.1% | +122.1% | -85.0% | -12.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling