+1,670.4%
PLD vs NUE
+3,999.3%
-2,328.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | +2.2% |
| 7D | +0.7% | -10.2% | +10.9% | +4.5% |
| 30D | +0.8% | -0.4% | +1.3% | +0.8% |
| 3M | -6.1% | -8.4% | +2.2% | -3.8% |
| 6M | -8.0% | +10.1% | -18.1% | -12.4% |
| YTD | +4.7% | +54.1% | -49.4% | -12.2% |
| 1Y | +7.2% | +74.7% | -67.5% | -14.2% |
| 3Y | +39.2% | +72.0% | -32.8% | +7.9% |
| 5Y | +1.9% | +136.4% | -134.5% | -33.4% |
| 10Y | +256.8% | +434.6% | -177.9% | +53.2% |
| All | +1,670.4% | +3,999.3% | -2,328.9% | +427.7% |
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