+152.8%
PLD vs NVT
+498.9%
-346.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.8% | -3.8% | -1.0% |
| 7D | -1.0% | +3.5% | -4.5% | -2.2% |
| 30D | -1.8% | -28.2% | +26.3% | +5.6% |
| 3M | -6.0% | -30.1% | +24.0% | +1.2% |
| 6M | -8.4% | -32.5% | +24.1% | -1.6% |
| YTD | +4.2% | +15.2% | -11.0% | -5.4% |
| 1Y | +6.2% | +7.2% | -1.0% | -1.9% |
| 3Y | +37.0% | +134.2% | -97.2% | -7.4% |
| 5Y | +1.2% | +238.3% | -237.1% | -41.0% |
| All | +152.8% | +498.9% | -346.1% | +14.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling