+272.2%
PLD vs NVMI
+2,662.5%
-2,390.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.6% | -0.8% |
| 7D | -1.0% | +15.3% | -16.3% | -3.5% |
| 30D | -1.8% | +0.1% | -1.9% | -2.1% |
| 3M | -6.0% | -14.0% | +7.9% | -4.3% |
| 6M | -8.4% | -35.2% | +26.9% | -3.4% |
| YTD | +4.2% | +3.7% | +0.5% | -0.5% |
| 1Y | +6.2% | +10.3% | -4.1% | -0.1% |
| 3Y | +37.0% | +204.8% | -167.8% | -2.6% |
| 5Y | +1.2% | +158.9% | -157.7% | -27.8% |
| 10Y | +272.2% | +2,646.9% | -2,374.7% | +94.7% |
| All | +272.2% | +2,662.5% | -2,390.3% | +94.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 10y: compounded portfolio wealth divided by compounded NVMI 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…
10y analysis · Full analysis span regression · 6 months rolling