+7.0%
PLD vs NRG
-41.3%
+48.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.2% |
| 7D | +1.3% | +10.0% | -8.6% | +0.6% |
| 30D | -1.4% | -3.2% | +1.9% | -1.2% |
| 3M | -8.2% | -18.5% | +10.4% | -6.5% |
| 6M | -8.0% | -25.3% | +17.3% | -6.0% |
| YTD | +3.2% | -38.1% | +41.3% | +7.3% |
| 1Y | +7.0% | -40.7% | +47.7% | +11.4% |
| All | +7.0% | -41.3% | +48.3% | +11.4% |
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