+56.4%
NU vs PLD
+36.4%
+20.1%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.1% | +11.7% | +11.7% |
| 7D | +9.9% | +1.3% | +8.5% | +9.4% |
| 30D | -11.5% | -1.4% | -10.1% | -11.0% |
| 3M | -5.1% | -8.2% | +3.1% | -2.4% |
| 6M | +3.1% | -8.0% | +11.1% | +5.7% |
| YTD | -21.0% | +3.2% | -24.2% | -22.4% |
| 1Y | -15.2% | +7.0% | -22.2% | -17.8% |
| 3Y | +56.4% | +38.3% | +18.2% | +28.2% |
| All | +56.4% | +36.4% | +20.1% | +28.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling