+24.7%
PLD vs NRG
+220.0%
-195.3%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.8% |
| 7D | -0.9% | +9.3% | -10.1% | -2.1% |
| 30D | -1.2% | +1.3% | -2.5% | -1.5% |
| 3M | -2.3% | -6.0% | +3.7% | -2.1% |
| 6M | +4.5% | -22.0% | +26.5% | +7.2% |
| YTD | +10.1% | -24.1% | +34.3% | +13.2% |
| 1Y | +25.9% | -18.0% | +43.9% | +27.1% |
| All | +24.7% | +220.0% | -195.3% | -23.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling