+146.8%
PLD vs NVT
+445.0%
-298.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +8.0% | -9.2% | -3.2% |
| 7D | -0.8% | -15.7% | +14.9% | +2.9% |
| 30D | -0.3% | -36.6% | +36.3% | +10.8% |
| 3M | -8.0% | -34.8% | +26.8% | +0.8% |
| 6M | -9.8% | -38.2% | +28.4% | -0.9% |
| YTD | +1.8% | +4.8% | -3.0% | -5.4% |
| 1Y | +5.6% | -2.8% | +8.4% | 0.0% |
| 3Y | +33.3% | +119.5% | -86.3% | -8.7% |
| 5Y | +0.3% | +204.7% | -204.4% | -39.9% |
| All | +146.8% | +445.0% | -298.2% | +14.8% |
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