+24.4%
PLD vs NI
+71.0%
-46.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.2% |
| 7D | -0.9% | +2.3% | -3.2% | -2.1% |
| 30D | -1.2% | -1.7% | +0.5% | -0.4% |
| 3M | -2.3% | -8.0% | +5.7% | +1.9% |
| 6M | +4.5% | -8.6% | +13.2% | +9.3% |
| YTD | +10.1% | +2.3% | +7.8% | +7.8% |
| 1Y | +25.9% | +6.9% | +19.0% | +19.8% |
| 3Y | +24.4% | +70.6% | -46.1% | -13.8% |
| All | +24.4% | +71.0% | -46.6% | -13.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling