-0.7%
PLD vs NDAQ
+60.8%
-61.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.4% |
| 7D | -0.8% | +0.8% | -1.6% | -1.2% |
| 30D | -0.3% | +16.5% | -16.8% | -7.5% |
| 3M | -8.0% | +13.5% | -21.5% | -13.8% |
| 6M | -9.8% | +20.9% | -30.7% | -18.5% |
| YTD | +1.8% | +11.4% | -9.6% | -5.0% |
| 1Y | +5.6% | +25.9% | -20.3% | -8.4% |
| 3Y | +33.3% | +119.9% | -86.6% | -20.7% |
| All | -0.7% | +60.8% | -61.4% | -32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling