+16.3%
PLD vs NTRA
+177.1%
-160.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.9% | -3.9% | -2.3% |
| 7D | -0.7% | +1.6% | -2.3% | -0.9% |
| 30D | -2.2% | +3.8% | -6.0% | -2.7% |
| 3M | -7.4% | +48.2% | -55.6% | -12.3% |
| 6M | +1.9% | +61.0% | -59.0% | -5.0% |
| YTD | +7.9% | +44.2% | -36.3% | +1.7% |
| 1Y | +25.1% | +87.3% | -62.2% | +13.6% |
| 3Y | +21.9% | +509.4% | -487.5% | -6.1% |
| 5Y | +16.3% | +175.1% | -158.8% | -12.8% |
| All | +16.3% | +177.1% | -160.8% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRA.
Daily Out/Under-Performance
Portfolio return minus NTRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRA 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 NTRA 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