+46.3%
PLD vs NVDX
+871.3%
-825.0%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.4% | -2.2% | -0.8% |
| 7D | -2.4% | +11.6% | -14.0% | -2.6% |
| 30D | -2.4% | +7.5% | -10.0% | -2.7% |
| 3M | -3.8% | +2.1% | -5.9% | -4.0% |
| 6M | 0.0% | +35.5% | -35.5% | -1.3% |
| YTD | +9.2% | +24.1% | -14.9% | +7.9% |
| 1Y | +25.9% | +33.0% | -7.0% | +23.7% |
| All | +46.3% | +871.3% | -825.0% | +25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling