-24.6%
NU vs PLD
+7.0%
-31.6%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -1.9% | -2.2% |
| 7D | +4.0% | +0.8% | +3.3% | +3.8% |
| 30D | -25.1% | +0.5% | -25.5% | -25.2% |
| 3M | -12.8% | -5.5% | -7.3% | -11.5% |
| 6M | -12.5% | -8.3% | -4.1% | -10.7% |
| YTD | -27.8% | +4.3% | -32.1% | -30.3% |
| 1Y | -24.6% | +7.4% | -32.0% | -29.2% |
| All | -24.6% | +7.0% | -31.6% | -29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling