+1,175.0%
PLD vs SPXU
-100.0%
+1,275.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | -1.5% |
| 7D | -1.0% | +1.5% | -2.6% | 0.0% |
| 30D | -1.8% | +6.4% | -8.2% | +1.0% |
| 3M | -6.0% | +4.2% | -10.3% | -3.8% |
| 6M | -8.4% | -7.8% | -0.6% | -9.9% |
| YTD | +4.2% | -27.5% | +31.8% | -5.1% |
| 1Y | +6.2% | -27.1% | +33.4% | -2.9% |
| 3Y | +37.0% | -80.8% | +117.8% | -16.2% |
| 5Y | +1.2% | -84.1% | +85.3% | -31.4% |
| 10Y | +272.2% | -99.5% | +371.7% | -10.5% |
| All | +1,175.0% | -100.0% | +1,275.0% | -43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling