+257.2%
PLD vs SUI
+123.0%
+134.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.9% | -0.9% | -0.5% |
| 7D | +1.3% | -1.5% | +2.8% | +2.3% |
| 30D | -1.4% | +3.7% | -5.1% | -4.2% |
| 3M | -8.2% | -0.4% | -7.8% | -8.6% |
| 6M | -8.0% | -2.8% | -5.2% | -7.2% |
| YTD | +3.2% | -1.6% | +4.8% | +2.9% |
| 1Y | +7.0% | -2.1% | +9.1% | +7.0% |
| 3Y | +38.3% | +18.5% | +19.8% | +18.5% |
| 5Y | +0.2% | -26.5% | +26.7% | +18.6% |
| All | +257.2% | +123.0% | +134.2% | +85.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling