+7.0%
PLD vs SPXU
-26.3%
+33.3%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | +0.3% |
| 7D | +1.3% | -7.6% | +8.9% | +0.3% |
| 30D | -1.4% | +5.3% | -6.7% | -0.5% |
| 3M | -8.2% | +9.6% | -17.8% | -6.7% |
| 6M | -8.0% | -4.5% | -3.5% | -8.2% |
| YTD | +3.2% | -25.9% | +29.0% | -2.7% |
| 1Y | +7.0% | -28.9% | +35.9% | +0.7% |
| All | +7.0% | -26.3% | +33.3% | +0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling