+39.2%
PLD vs PNR
+17.5%
+21.7%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.2% | +1.8% |
| 7D | +0.7% | -0.5% | +1.2% | +0.9% |
| 30D | +0.8% | +34.4% | -33.6% | -9.6% |
| 3M | -6.1% | +2.4% | -8.5% | -6.9% |
| 6M | -8.0% | -7.8% | -0.2% | -5.8% |
| YTD | +4.7% | -31.6% | +36.2% | +21.5% |
| 1Y | +7.2% | -33.6% | +40.8% | +26.5% |
| 3Y | +39.2% | +19.9% | +19.3% | +3.3% |
| All | +39.2% | +17.5% | +21.7% | +3.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling