+24.4%
PLD vs SU
+117.9%
-93.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -0.9% | -1.0% | +0.1% | -0.7% |
| 30D | -1.2% | +13.7% | -14.9% | -3.5% |
| 3M | -2.3% | +8.0% | -10.3% | -4.0% |
| 6M | +4.5% | +21.0% | -16.5% | -0.7% |
| YTD | +10.1% | +56.2% | -46.1% | -2.0% |
| 1Y | +25.9% | +72.2% | -46.3% | +9.0% |
| 3Y | +24.4% | +118.1% | -93.7% | +0.9% |
| All | +24.4% | +117.9% | -93.5% | +0.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling