+18.7%
PLD vs NVMI
+277.6%
-258.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.6% |
| 7D | -0.9% | +11.7% | -12.5% | -2.4% |
| 30D | -1.2% | -4.0% | +2.8% | -0.8% |
| 3M | -2.3% | -25.8% | +23.5% | +0.9% |
| 6M | +4.5% | -8.3% | +12.8% | +3.6% |
| YTD | +10.1% | +14.8% | -4.7% | +4.5% |
| 1Y | +25.9% | +37.9% | -12.0% | +15.1% |
| 3Y | +24.4% | +216.3% | -191.8% | -10.4% |
| All | +18.7% | +277.6% | -258.9% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling