+15.5%
PLD vs NI
+100.2%
-84.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.4% | +0.1% |
| 7D | -0.9% | +2.3% | -3.2% | -2.3% |
| 30D | -1.2% | -1.7% | +0.5% | -0.2% |
| 3M | -2.3% | -8.0% | +5.7% | +2.6% |
| 6M | +4.5% | -8.6% | +13.2% | +10.0% |
| YTD | +10.1% | +2.3% | +7.8% | +7.5% |
| 1Y | +25.9% | +6.9% | +19.0% | +19.0% |
| 3Y | +24.4% | +70.6% | -46.1% | -16.0% |
| 5Y | +15.5% | +96.4% | -80.9% | -26.8% |
| All | +15.5% | +100.2% | -84.8% | -26.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling