+7.4%
PLD vs NWSA
+1.2%
+6.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.1% |
| 7D | -1.0% | -12.2% | +11.2% | +0.4% |
| 30D | -1.8% | -8.7% | +6.8% | -0.9% |
| 3M | -6.0% | -6.0% | -0.1% | -5.3% |
| 6M | -8.4% | -0.3% | -8.0% | -8.2% |
| YTD | +4.2% | +3.5% | +0.7% | +1.4% |
| All | +7.4% | +1.2% | +6.2% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 1y: compounded portfolio wealth divided by compounded NWSA 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…
1y analysis · Full analysis span regression · 6 months rolling