+161.7%
PLD vs NVT
+712.1%
-550.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.4% | -1.4% |
| 7D | -0.7% | +7.0% | -7.7% | -2.5% |
| 30D | -2.2% | -2.3% | +0.1% | -1.9% |
| 3M | -7.4% | -3.1% | -4.3% | -7.8% |
| 6M | +1.9% | +47.0% | -45.1% | -11.1% |
| YTD | +7.9% | +56.2% | -48.3% | -8.0% |
| 1Y | +25.1% | +74.5% | -49.5% | +2.1% |
| 3Y | +21.9% | +184.0% | -162.1% | -19.7% |
| 5Y | +16.3% | +410.8% | -394.5% | -38.5% |
| All | +161.7% | +712.1% | -550.4% | +11.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 10y: compounded portfolio wealth divided by compounded NVT 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…
10y analysis · Full analysis span regression · 6 months rolling