+1,664.3%
PLD vs SU
+2,729.4%
-1,065.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.5% |
| 7D | +0.8% | -10.2% | +11.0% | +4.2% |
| 30D | +0.5% | -6.2% | +6.7% | +2.2% |
| 3M | -5.5% | +8.7% | -14.2% | -8.5% |
| 6M | -8.3% | +7.2% | -15.6% | -11.3% |
| YTD | +4.3% | +55.9% | -51.6% | -11.2% |
| 1Y | +7.4% | +60.4% | -53.0% | -9.4% |
| 3Y | +37.1% | +125.2% | -88.1% | +1.6% |
| 5Y | +1.3% | +216.7% | -215.4% | -35.8% |
| 10Y | +267.4% | +223.9% | +43.5% | +100.9% |
| All | +1,664.3% | +2,729.4% | -1,065.0% | +607.6% |
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