+1,747.8%
PLD vs SU
+2,711.8%
-964.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | -0.5% |
| 7D | -2.4% | +3.6% | -6.0% | -3.5% |
| 30D | -2.4% | +7.9% | -10.3% | -4.9% |
| 3M | -3.8% | +3.5% | -7.3% | -5.3% |
| 6M | 0.0% | +19.0% | -18.9% | -6.5% |
| YTD | +9.2% | +55.0% | -45.7% | -6.4% |
| 1Y | +25.9% | +71.2% | -45.3% | +4.2% |
| 3Y | +21.3% | +117.4% | -96.1% | -8.9% |
| 5Y | +14.1% | +335.2% | -321.0% | -35.2% |
| 10Y | +237.9% | +248.7% | -10.9% | +79.9% |
| All | +1,747.8% | +2,711.8% | -964.0% | +646.1% |
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 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