+1,643.3%
PLD vs SUI
+1,705.1%
-61.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.7% | -2.8% | -2.7% |
| 7D | +0.4% | +8.8% | -8.4% | -6.4% |
| 30D | -0.1% | +8.9% | -9.0% | -7.4% |
| 3M | -7.9% | +2.0% | -10.0% | -10.3% |
| 6M | -7.0% | -0.6% | -6.3% | -7.8% |
| YTD | +3.1% | +1.3% | +1.7% | +0.1% |
| 1Y | +7.1% | +1.3% | +5.8% | +3.9% |
| 3Y | +32.9% | +16.3% | +16.6% | +11.6% |
| 5Y | +1.5% | -25.1% | +26.6% | +20.2% |
| 10Y | +245.9% | +121.1% | +124.8% | +50.6% |
| All | +1,643.3% | +1,705.1% | -61.8% | +19.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling