+257.2%
PLD vs SU
+242.3%
+14.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.1% |
| 7D | +1.3% | +1.7% | -0.4% | +1.0% |
| 30D | -1.4% | -7.9% | +6.5% | -0.1% |
| 3M | -8.2% | +7.5% | -15.7% | -9.6% |
| 6M | -8.0% | +7.2% | -15.2% | -9.7% |
| YTD | +3.2% | +60.9% | -57.8% | -6.5% |
| 1Y | +7.0% | +63.6% | -56.6% | -3.3% |
| 3Y | +38.3% | +128.9% | -90.6% | +16.4% |
| 5Y | +0.2% | +228.3% | -228.1% | -22.2% |
| All | +257.2% | +242.3% | +14.9% | +174.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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