+272.2%
PLD vs UAL
+97.8%
+174.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.8% | +0.3% |
| 7D | -1.0% | +2.3% | -3.3% | -1.4% |
| 30D | -1.8% | +13.3% | -15.2% | -4.1% |
| 3M | -6.0% | -6.3% | +0.2% | -5.3% |
| 6M | -8.4% | +22.5% | -30.9% | -12.4% |
| YTD | +4.2% | +5.9% | -1.6% | +1.5% |
| 1Y | +6.2% | +24.7% | -18.4% | +0.3% |
| 3Y | +37.0% | +211.6% | -174.6% | +7.0% |
| 5Y | +1.2% | +130.6% | -129.4% | -19.2% |
| 10Y | +272.2% | +96.5% | +175.7% | +182.2% |
| All | +272.2% | +97.8% | +174.4% | +182.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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