+25.0%
PLD vs SU
+71.3%
-46.3%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.1% | -0.8% | -0.9% |
| 7D | -2.8% | +1.7% | -4.5% | -2.8% |
| 30D | -3.6% | +9.6% | -13.3% | -3.5% |
| 3M | -7.1% | +11.7% | -18.9% | -7.6% |
| 6M | +0.2% | +21.9% | -21.7% | -2.0% |
| YTD | +6.9% | +58.6% | -51.7% | +1.0% |
| 1Y | +25.0% | +66.5% | -41.5% | +19.1% |
| All | +25.0% | +71.3% | -46.3% | +19.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling