+249.9%
PLD vs PNR
+63.0%
+186.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.9% | -0.2% | -1.2% |
| 7D | -0.7% | -3.9% | +3.2% | +1.1% |
| 30D | -2.2% | -13.8% | +11.6% | +4.4% |
| 3M | -7.4% | -22.5% | +15.2% | +2.5% |
| 6M | +1.9% | -37.2% | +39.1% | +23.8% |
| YTD | +7.9% | -44.2% | +52.1% | +37.7% |
| 1Y | +25.1% | -46.6% | +71.7% | +63.0% |
| 3Y | +21.9% | -12.5% | +34.4% | +22.8% |
| 5Y | +16.3% | -19.3% | +35.7% | +17.5% |
| 10Y | +249.9% | +67.5% | +182.4% | +143.1% |
| All | +249.9% | +63.0% | +186.9% | +143.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 10y: compounded portfolio wealth divided by compounded PNR 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…
10y analysis · Full analysis span regression · 6 months rolling