+16.3%
PLD vs NRG
+190.8%
-174.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.6% | +1.5% | -1.4% |
| 7D | -0.7% | +3.9% | -4.5% | -1.4% |
| 30D | -2.2% | -3.0% | +0.7% | -1.9% |
| 3M | -7.4% | -10.9% | +3.5% | -6.2% |
| 6M | +1.9% | -25.3% | +27.2% | +6.2% |
| YTD | +7.9% | -26.8% | +34.7% | +12.5% |
| 1Y | +25.1% | -23.3% | +48.4% | +28.2% |
| 3Y | +21.9% | +208.6% | -186.7% | -19.4% |
| 5Y | +16.3% | +194.1% | -177.8% | -23.3% |
| All | +16.3% | +190.8% | -174.5% | -23.3% |
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