+44.8%
NU vs PLD
+31.5%
+13.3%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.9% |
| 7D | +3.6% | -0.8% | +4.4% | +3.9% |
| 30D | -22.8% | -0.3% | -22.5% | -22.7% |
| 3M | -14.8% | -8.0% | -6.8% | -12.4% |
| 6M | -16.9% | -9.8% | -7.1% | -14.3% |
| YTD | -28.1% | +1.8% | -29.9% | -29.1% |
| 1Y | -24.5% | +5.6% | -30.1% | -26.5% |
| 3Y | +44.8% | +33.3% | +11.5% | +22.6% |
| All | +44.8% | +31.5% | +13.3% | +22.6% |
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