+257.2%
PLD vs NRG
+971.7%
-714.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.3% |
| 7D | +1.3% | +10.0% | -8.6% | -0.9% |
| 30D | -1.4% | -3.2% | +1.9% | -1.2% |
| 3M | -8.2% | -18.5% | +10.4% | -4.7% |
| 6M | -8.0% | -25.3% | +17.3% | -3.6% |
| YTD | +3.2% | -38.1% | +41.3% | +12.0% |
| 1Y | +7.0% | -40.7% | +47.7% | +17.1% |
| 3Y | +38.3% | +121.8% | -83.5% | -2.7% |
| 5Y | +0.2% | +209.2% | -209.1% | -37.4% |
| All | +257.2% | +971.7% | -714.5% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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