+249.9%
PLD vs SPXU
-99.5%
+349.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.4% | -3.4% | -1.6% |
| 7D | -0.7% | +1.3% | -1.9% | -0.2% |
| 30D | -2.2% | +5.1% | -7.4% | -0.6% |
| 3M | -7.4% | -9.1% | +1.8% | -9.8% |
| 6M | +1.9% | -29.6% | +31.5% | -7.8% |
| YTD | +7.9% | -27.7% | +35.6% | -1.2% |
| 1Y | +25.1% | -37.0% | +62.0% | +10.2% |
| 3Y | +21.9% | -80.2% | +102.0% | -19.2% |
| 5Y | +16.3% | -86.0% | +102.3% | -20.3% |
| 10Y | +249.9% | -99.5% | +349.4% | +9.9% |
| All | +249.9% | -99.5% | +349.4% | +9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 10y: compounded portfolio wealth divided by compounded SPXU 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…
10y analysis · Full analysis span regression · 6 months rolling