+16.9%
NU vs PLD
-5.2%
+22.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -1.9% | -2.1% |
| 7D | +4.0% | +0.8% | +3.3% | +3.6% |
| 30D | -25.1% | +0.5% | -25.5% | -25.2% |
| 3M | -12.8% | -5.5% | -7.3% | -10.3% |
| 6M | -12.5% | -8.3% | -4.1% | -8.8% |
| YTD | -27.8% | +4.3% | -32.1% | -30.4% |
| 1Y | -24.6% | +7.4% | -32.0% | -28.5% |
| 3Y | +41.8% | +37.1% | +4.7% | +8.9% |
| All | +16.9% | -5.2% | +22.2% | +15.0% |
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