+1,747.8%
PLD vs NUE
+4,183.7%
-2,435.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.5% |
| 7D | -2.4% | +4.2% | -6.6% | -3.9% |
| 30D | -2.4% | -5.0% | +2.5% | -0.9% |
| 3M | -3.8% | -0.2% | -3.6% | -4.5% |
| 6M | 0.0% | +49.1% | -49.1% | -14.5% |
| YTD | +9.2% | +61.0% | -51.8% | -9.4% |
| 1Y | +25.9% | +82.5% | -56.6% | -0.9% |
| 3Y | +21.3% | +57.9% | -36.6% | -2.6% |
| 5Y | +14.1% | +146.6% | -132.4% | -26.6% |
| 10Y | +237.9% | +561.6% | -323.7% | +33.3% |
| All | +1,747.8% | +4,183.7% | -2,435.9% | +444.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling