+44.5%
PLD vs NVDX
+815.5%
-771.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.1% | -2.0% |
| 7D | -0.7% | -0.9% | +0.2% | -0.7% |
| 30D | -2.2% | +3.0% | -5.2% | -2.4% |
| 3M | -7.4% | +6.8% | -14.1% | -7.7% |
| 6M | +1.9% | +28.6% | -26.7% | +0.7% |
| YTD | +7.9% | +17.0% | -9.1% | +6.8% |
| 1Y | +25.1% | +27.0% | -1.9% | +23.0% |
| All | +44.5% | +815.5% | -771.0% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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