-0.7%
PLD vs NTAP
+124.7%
-125.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.6% | +0.6% |
| 7D | +1.3% | +7.2% | -5.9% | -0.1% |
| 30D | -1.4% | -18.4% | +17.0% | +2.5% |
| 3M | -8.2% | -11.3% | +3.2% | -6.6% |
| 6M | -8.0% | +53.8% | -61.8% | -19.7% |
| YTD | +3.2% | +72.0% | -68.8% | -13.4% |
| 1Y | +7.0% | +68.0% | -61.0% | -9.7% |
| 3Y | +38.3% | +149.5% | -111.2% | -4.6% |
| All | -0.7% | +124.7% | -125.5% | -33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 NTAP 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