+240.1%
PLD vs SU
+267.8%
-27.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.8% | +1.7% | -4.5% | -3.1% |
| 30D | -3.6% | +9.6% | -13.3% | -5.3% |
| 3M | -7.1% | +11.7% | -18.9% | -9.1% |
| 6M | +0.2% | +21.9% | -21.7% | -4.0% |
| YTD | +6.9% | +58.6% | -51.7% | -2.6% |
| 1Y | +25.0% | +66.5% | -41.5% | +12.8% |
| 3Y | +20.8% | +121.4% | -100.7% | +2.4% |
| 5Y | +16.2% | +355.7% | -339.5% | -15.0% |
| All | +240.1% | +267.8% | -27.6% | +141.4% |
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