+172.0%
PLD vs NTR
+100.5%
+71.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.8% | -0.4% |
| 7D | -2.4% | +8.1% | -10.5% | -4.2% |
| 30D | -2.4% | +18.8% | -21.2% | -6.5% |
| 3M | -3.8% | +16.2% | -20.0% | -7.5% |
| 6M | 0.0% | +9.8% | -9.7% | -3.3% |
| YTD | +9.2% | +30.9% | -21.6% | +0.5% |
| 1Y | +25.9% | +41.8% | -15.8% | +12.9% |
| 3Y | +21.3% | +35.8% | -14.5% | +8.3% |
| 5Y | +14.1% | +51.0% | -36.9% | -7.2% |
| All | +172.0% | +100.5% | +71.5% | +77.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling