+272.2%
PLD vs NI
+191.1%
+81.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.6% | -0.6% | -0.4% |
| 7D | -1.0% | +0.6% | -1.6% | -1.3% |
| 30D | -1.8% | +11.2% | -13.1% | -8.1% |
| 3M | -6.0% | +9.2% | -15.2% | -11.2% |
| 6M | -8.4% | -1.8% | -6.5% | -7.8% |
| YTD | +4.2% | +12.0% | -7.8% | -3.6% |
| 1Y | +6.2% | +6.4% | -0.2% | +1.3% |
| 3Y | +37.0% | +99.4% | -62.4% | -13.2% |
| 5Y | +1.2% | +113.1% | -111.9% | -38.7% |
| 10Y | +272.2% | +192.3% | +79.9% | +88.3% |
| All | +272.2% | +191.1% | +81.1% | +88.3% |
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