+257.2%
PLD vs NUE
+423.6%
-166.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -3.5% | +3.6% | +1.0% |
| 7D | +1.3% | +2.8% | -1.4% | +0.6% |
| 30D | -1.4% | -2.1% | +0.7% | -1.0% |
| 3M | -8.2% | -7.3% | -0.8% | -6.7% |
| 6M | -8.0% | +8.9% | -16.9% | -11.1% |
| YTD | +3.2% | +55.6% | -52.5% | -10.2% |
| 1Y | +7.0% | +74.7% | -67.6% | -9.9% |
| 3Y | +38.3% | +71.7% | -33.4% | +13.5% |
| 5Y | +0.2% | +141.2% | -141.0% | -27.5% |
| All | +257.2% | +423.6% | -166.4% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE 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 NUE 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