+1,505.0%
PLD vs NVMI
+1,720.2%
-215.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.7% | -0.8% |
| 7D | 0.0% | +16.9% | -16.9% | -1.6% |
| 30D | -3.7% | -4.3% | +0.5% | -3.5% |
| 3M | -7.9% | -19.3% | +11.4% | -6.4% |
| 6M | -9.2% | -33.6% | +24.4% | -6.7% |
| YTD | +3.1% | -0.2% | +3.3% | +1.4% |
| 1Y | +6.2% | +5.1% | +1.1% | +3.8% |
| 3Y | +35.4% | +193.2% | -157.8% | +17.2% |
| 5Y | +0.1% | +148.6% | -148.5% | -13.0% |
| 10Y | +268.0% | +2,542.3% | -2,274.3% | +157.0% |
| All | +1,505.0% | +1,720.2% | -215.3% | +827.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling