+249.9%
PLD vs NI
+136.8%
+113.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | -0.7% | +1.3% | -1.9% | -1.4% |
| 30D | -2.2% | -0.3% | -2.0% | -2.1% |
| 3M | -7.4% | -9.5% | +2.1% | -1.8% |
| 6M | +1.9% | -10.2% | +12.2% | +8.5% |
| YTD | +7.9% | +1.8% | +6.1% | +5.9% |
| 1Y | +25.1% | +5.7% | +19.4% | +19.7% |
| 3Y | +21.9% | +69.6% | -47.7% | -14.9% |
| 5Y | +16.3% | +95.8% | -79.5% | -26.0% |
| 10Y | +249.9% | +145.1% | +104.8% | +88.5% |
| All | +249.9% | +136.8% | +113.1% | +88.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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