+33.3%
PLD vs NVT
+118.7%
-85.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.0% | -9.2% | -2.2% |
| 7D | -0.8% | -15.7% | +14.9% | +1.0% |
| 30D | -0.3% | -36.6% | +36.3% | +5.4% |
| 3M | -8.0% | -34.8% | +26.8% | -3.5% |
| 6M | -9.8% | -38.2% | +28.4% | -5.1% |
| YTD | +1.8% | +4.8% | -3.0% | -3.6% |
| 1Y | +5.6% | -2.8% | +8.4% | +1.3% |
| 3Y | +33.3% | +119.5% | -86.3% | -18.4% |
| All | +33.3% | +118.7% | -85.4% | -18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling