+0.1%
PLD vs NRG
+217.3%
-217.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.6% | -1.7% | -1.2% |
| 7D | 0.0% | +21.7% | -21.7% | -3.5% |
| 30D | -3.7% | -8.1% | +4.3% | -2.7% |
| 3M | -7.9% | -18.3% | +10.4% | -5.2% |
| 6M | -9.2% | -28.0% | +18.8% | -5.0% |
| YTD | +3.1% | -37.5% | +40.6% | +10.0% |
| 1Y | +6.2% | -41.1% | +47.3% | +14.4% |
| 3Y | +35.4% | +126.6% | -91.2% | -6.3% |
| 5Y | +0.1% | +212.3% | -212.2% | -39.5% |
| All | +0.1% | +217.3% | -217.2% | -39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling