+33.3%
PLD vs NXT
+181.6%
-148.4%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.3% | -6.6% | -1.6% |
| 7D | -0.8% | +32.2% | -33.0% | -3.0% |
| 30D | -0.3% | +21.9% | -22.2% | -2.0% |
| 3M | -8.0% | +6.6% | -14.6% | -8.8% |
| 6M | -9.8% | -16.8% | +7.0% | -9.5% |
| YTD | +1.8% | +20.4% | -18.6% | -2.1% |
| 1Y | +5.6% | -1.5% | +7.1% | +3.5% |
| 3Y | +33.3% | +182.4% | -149.1% | +5.4% |
| All | +33.3% | +181.6% | -148.4% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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