+1,663.4%
PLD vs NVS
+919.0%
+744.4%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +0.8% |
| 7D | -1.0% | -2.8% | +1.8% | +0.4% |
| 30D | -1.8% | +11.5% | -13.3% | -7.0% |
| 3M | -6.0% | +3.7% | -9.7% | -8.9% |
| 6M | -8.4% | +10.4% | -18.8% | -14.0% |
| YTD | +4.2% | +19.8% | -15.6% | -6.3% |
| 1Y | +6.2% | +26.6% | -20.4% | -7.2% |
| 3Y | +37.0% | +90.1% | -53.1% | -3.6% |
| 5Y | +1.2% | +133.4% | -132.2% | -36.4% |
| 10Y | +272.2% | +251.0% | +21.2% | +91.2% |
| All | +1,663.4% | +919.0% | +744.4% | +525.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling