+33.3%
PLD vs NVTS
+36.9%
-3.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +9.5% | -10.8% | -1.5% |
| 7D | -0.8% | +1.5% | -2.3% | -0.9% |
| 30D | -0.3% | -23.8% | +23.5% | +0.4% |
| 3M | -8.0% | -30.6% | +22.5% | -7.3% |
| 6M | -9.8% | -48.4% | +38.6% | -8.9% |
| YTD | +1.8% | +20.6% | -18.8% | -1.0% |
| 1Y | +5.6% | -2.5% | +8.1% | +3.2% |
| 3Y | +33.3% | +44.0% | -10.7% | +33.1% |
| All | +33.3% | +36.9% | -3.6% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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