+14.5%
PLD vs NVS
+119.4%
-104.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | +0.1% |
| 7D | -2.4% | +4.0% | -6.4% | -4.2% |
| 30D | -2.4% | +3.6% | -6.0% | -4.2% |
| 3M | -3.8% | +7.8% | -11.6% | -7.4% |
| 6M | 0.0% | -0.2% | +0.2% | -0.4% |
| YTD | +9.2% | +19.6% | -10.3% | +0.1% |
| 1Y | +25.9% | +28.4% | -2.5% | +11.5% |
| 3Y | +21.3% | +76.2% | -54.9% | -9.2% |
| All | +14.5% | +119.4% | -104.9% | -26.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling