+25.9%
PLD vs NTR
+43.1%
-17.2%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.8% | -0.8% |
| 7D | -2.4% | +8.1% | -10.5% | -2.0% |
| 30D | -2.4% | +18.8% | -21.2% | -1.7% |
| 3M | -3.8% | +16.2% | -20.0% | -3.1% |
| 6M | 0.0% | +9.8% | -9.7% | +0.1% |
| YTD | +9.2% | +30.9% | -21.6% | +8.0% |
| 1Y | +25.9% | +41.8% | -15.8% | +25.1% |
| All | +25.9% | +43.1% | -17.2% | +25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 NTR 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