+15.5%
PLD vs NVT
+425.5%
-410.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.2% | -3.4% | -0.1% |
| 7D | -0.9% | +10.4% | -11.2% | -3.1% |
| 30D | -1.2% | -1.3% | +0.1% | -1.1% |
| 3M | -2.3% | -0.6% | -1.7% | -3.2% |
| 6M | +4.5% | +53.8% | -49.3% | -8.9% |
| YTD | +10.1% | +60.2% | -50.0% | -5.6% |
| 1Y | +25.9% | +76.8% | -50.9% | +3.8% |
| 3Y | +24.4% | +191.2% | -166.8% | -20.9% |
| 5Y | +15.5% | +430.9% | -415.5% | -45.9% |
| All | +15.5% | +425.5% | -410.0% | -45.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling