+19.7%
NU vs PLD
-4.9%
+24.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.1% | +1.2% |
| 7D | +6.4% | +0.7% | +5.7% | +6.0% |
| 30D | -23.3% | +0.8% | -24.1% | -23.7% |
| 3M | -10.7% | -6.1% | -4.6% | -7.7% |
| 6M | -10.4% | -8.0% | -2.4% | -6.9% |
| YTD | -26.2% | +4.7% | -30.8% | -29.0% |
| 1Y | -22.1% | +7.2% | -29.3% | -26.1% |
| 3Y | +49.6% | +39.2% | +10.4% | +13.6% |
| All | +19.7% | -4.9% | +24.6% | +17.4% |
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