+48.4%
NU vs PLD
+0.1%
+48.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.7% |
| 7D | +6.0% | -0.9% | +6.9% | +6.4% |
| 30D | +10.8% | -1.2% | +12.0% | +11.4% |
| 3M | +32.2% | -2.3% | +34.5% | +33.1% |
| 6M | +5.1% | +4.5% | +0.6% | +2.0% |
| YTD | -8.4% | +10.1% | -18.6% | -14.2% |
| 1Y | +0.7% | +25.9% | -25.2% | -12.9% |
| 3Y | +125.1% | +24.4% | +100.7% | +88.0% |
| All | +48.4% | +0.1% | +48.3% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 PLD 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