+37.1%
PLD vs NVS
+93.6%
-56.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | -0.3% |
| 7D | +0.8% | +2.5% | -1.7% | 0.0% |
| 30D | +0.5% | +13.6% | -13.1% | -3.5% |
| 3M | -5.5% | +4.1% | -9.6% | -7.4% |
| 6M | -8.3% | +11.8% | -20.1% | -12.9% |
| YTD | +4.3% | +22.0% | -17.7% | -4.3% |
| 1Y | +7.4% | +32.3% | -24.8% | -4.6% |
| 3Y | +37.1% | +93.6% | -56.5% | +1.7% |
| All | +37.1% | +93.6% | -56.6% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 3y: compounded portfolio wealth divided by compounded NVS 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…
3y analysis · Full analysis span regression · 6 months rolling