+25.0%
PLD vs NRG
-27.1%
+52.1%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -0.6% |
| 7D | -2.8% | -0.2% | -2.7% | -2.8% |
| 30D | -3.6% | -6.8% | +3.1% | -3.0% |
| 3M | -7.1% | -7.1% | 0.0% | -7.1% |
| 6M | +0.2% | -27.6% | +27.8% | +2.9% |
| YTD | +6.9% | -29.2% | +36.1% | +10.0% |
| 1Y | +25.0% | -29.9% | +54.9% | +28.8% |
| All | +25.0% | -27.1% | +52.1% | +28.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling