+256.8%
PLD vs SPXU
-99.5%
+356.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -7.0% | +9.9% | +0.6% |
| 7D | +0.7% | -1.5% | +2.2% | +0.6% |
| 30D | +0.8% | +9.7% | -8.8% | +4.4% |
| 3M | -6.1% | +8.4% | -14.6% | -2.9% |
| 6M | -8.0% | -5.7% | -2.3% | -8.7% |
| YTD | +4.7% | -25.4% | +30.1% | -2.6% |
| 1Y | +7.2% | -28.9% | +36.1% | -1.5% |
| 3Y | +39.2% | -81.2% | +120.4% | -9.4% |
| 5Y | +1.9% | -83.3% | +85.2% | -25.9% |
| 10Y | +256.8% | -99.5% | +356.3% | +17.4% |
| All | +256.8% | -99.5% | +356.3% | +17.4% |
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