+231.7%
PLD vs SUI
+115.7%
+115.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -0.3% |
| 7D | -0.8% | +6.2% | -7.0% | -4.8% |
| 30D | -0.3% | +8.6% | -8.9% | -6.1% |
| 3M | -8.0% | +1.0% | -9.0% | -9.3% |
| 6M | -9.8% | -2.6% | -7.2% | -9.1% |
| YTD | +1.8% | -0.1% | +1.9% | +0.5% |
| 1Y | +5.6% | +0.5% | +5.1% | +3.8% |
| 3Y | +33.3% | +15.3% | +18.0% | +16.4% |
| 5Y | +0.3% | -26.1% | +26.4% | +18.4% |
| All | +231.7% | +115.7% | +115.9% | +68.9% |
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