-0.7%
PLD vs SPXU
-81.8%
+81.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.5% |
| 7D | -0.8% | +7.6% | -8.4% | +1.7% |
| 30D | -0.3% | +17.5% | -17.8% | +5.2% |
| 3M | -8.0% | +14.7% | -22.7% | -3.5% |
| 6M | -9.8% | -0.1% | -9.7% | -9.0% |
| YTD | +1.8% | -19.8% | +21.6% | -3.2% |
| 1Y | +5.6% | -23.7% | +29.3% | -1.0% |
| 3Y | +33.3% | -79.5% | +112.7% | -12.2% |
| All | -0.7% | -81.8% | +81.1% | -29.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling