+1,747.8%
PLD vs NI
+1,365.0%
+382.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.3% |
| 7D | -2.4% | +2.0% | -4.4% | -3.6% |
| 30D | -2.4% | -3.5% | +1.1% | -0.4% |
| 3M | -3.8% | -9.1% | +5.3% | +1.5% |
| 6M | 0.0% | -11.8% | +11.9% | +7.4% |
| YTD | +9.2% | +1.1% | +8.1% | +7.9% |
| 1Y | +25.9% | +6.7% | +19.2% | +20.1% |
| 3Y | +21.3% | +71.1% | -49.8% | -14.0% |
| 5Y | +14.1% | +94.3% | -80.2% | -25.3% |
| 10Y | +237.9% | +135.8% | +102.1% | +90.6% |
| All | +1,747.8% | +1,365.0% | +382.9% | +260.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling