+15.5%
PLD vs NUE
+142.0%
-126.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.3% |
| 7D | -0.9% | +1.8% | -2.6% | -1.4% |
| 30D | -1.2% | -6.0% | +4.8% | +0.2% |
| 3M | -2.3% | +1.4% | -3.7% | -3.2% |
| 6M | +4.5% | +52.8% | -48.3% | -7.6% |
| YTD | +10.1% | +58.1% | -48.0% | -3.7% |
| 1Y | +25.9% | +80.4% | -54.5% | +5.8% |
| 3Y | +24.4% | +62.3% | -37.9% | +4.2% |
| 5Y | +15.5% | +146.2% | -130.7% | -12.6% |
| All | +15.5% | +142.0% | -126.6% | -12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling