+1,747.8%
PLD vs NVS
+916.9%
+830.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | +0.2% |
| 7D | -2.4% | +4.0% | -6.4% | -4.4% |
| 30D | -2.4% | +3.6% | -6.0% | -4.4% |
| 3M | -3.8% | +7.8% | -11.6% | -7.7% |
| 6M | 0.0% | -0.2% | +0.2% | -0.4% |
| YTD | +9.2% | +19.6% | -10.3% | -0.7% |
| 1Y | +25.9% | +28.4% | -2.5% | +10.2% |
| 3Y | +21.3% | +76.2% | -54.9% | -10.4% |
| 5Y | +14.1% | +111.1% | -96.9% | -23.8% |
| 10Y | +237.9% | +224.3% | +13.6% | +81.8% |
| All | +1,747.8% | +916.9% | +830.9% | +563.3% |
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