+1,663.4%
PLD vs NUE
+4,199.2%
-2,535.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.9% | -2.0% | -0.7% |
| 7D | -1.0% | -2.4% | +1.4% | -0.3% |
| 30D | -1.8% | +3.8% | -5.6% | -3.4% |
| 3M | -6.0% | -3.7% | -2.4% | -5.5% |
| 6M | -8.4% | +13.2% | -21.6% | -13.6% |
| YTD | +4.2% | +61.6% | -57.3% | -14.1% |
| 1Y | +6.2% | +83.6% | -77.4% | -16.6% |
| 3Y | +37.0% | +78.6% | -41.6% | +4.7% |
| 5Y | +1.2% | +148.0% | -146.8% | -35.0% |
| 10Y | +272.2% | +449.9% | -177.7% | +58.4% |
| All | +1,663.4% | +4,199.2% | -2,535.8% | +416.5% |
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