+1,644.9%
PLD vs SU
+2,820.0%
-1,175.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.8% | -0.2% |
| 7D | +1.3% | +1.7% | -0.4% | +0.8% |
| 30D | -1.4% | -7.9% | +6.5% | +0.9% |
| 3M | -8.2% | +7.5% | -15.7% | -10.8% |
| 6M | -8.0% | +7.2% | -15.2% | -11.0% |
| YTD | +3.2% | +60.9% | -57.8% | -13.1% |
| 1Y | +7.0% | +63.6% | -56.6% | -10.3% |
| 3Y | +38.3% | +128.9% | -90.6% | +2.0% |
| 5Y | +0.2% | +228.3% | -228.1% | -37.2% |
| 10Y | +268.3% | +240.6% | +27.8% | +98.0% |
| All | +1,644.9% | +2,820.0% | -1,175.1% | +592.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling