+249.9%
PLD vs NUE
+559.5%
-309.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.2% |
| 7D | -0.7% | -2.3% | +1.6% | -0.1% |
| 30D | -2.2% | -6.1% | +3.8% | -0.8% |
| 3M | -7.4% | +1.7% | -9.0% | -8.3% |
| 6M | +1.9% | +53.1% | -51.2% | -10.1% |
| YTD | +7.9% | +59.0% | -51.2% | -6.0% |
| 1Y | +25.1% | +85.3% | -60.3% | +4.0% |
| 3Y | +21.9% | +63.2% | -41.4% | +2.2% |
| 5Y | +16.3% | +146.8% | -130.5% | -15.6% |
| 10Y | +249.9% | +584.3% | -334.4% | +64.3% |
| All | +249.9% | +559.5% | -309.6% | +64.3% |
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