+22.6%
PLD vs NUE
+63.2%
-40.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | -2.4% | +4.2% | -6.6% | -3.5% |
| 30D | -2.4% | -5.0% | +2.5% | -1.3% |
| 3M | -3.8% | -0.2% | -3.6% | -4.2% |
| 6M | 0.0% | +49.1% | -49.1% | -11.2% |
| YTD | +9.2% | +61.0% | -51.8% | -5.3% |
| 1Y | +25.9% | +82.5% | -56.6% | +4.9% |
| All | +22.6% | +63.2% | -40.6% | -3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling