+231.7%
PLD vs UAL
+94.5%
+137.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.3% | -1.6% |
| 7D | -0.8% | +8.2% | -9.0% | -2.2% |
| 30D | -0.3% | +2.3% | -2.6% | -0.8% |
| 3M | -8.0% | -12.7% | +4.7% | -6.2% |
| 6M | -9.8% | +12.7% | -22.5% | -12.5% |
| YTD | +1.8% | +0.8% | +1.0% | -0.1% |
| 1Y | +5.6% | +17.8% | -12.2% | +0.7% |
| 3Y | +33.3% | +206.7% | -173.4% | +4.4% |
| 5Y | +0.3% | +113.9% | -113.6% | -18.9% |
| All | +231.7% | +94.5% | +137.1% | +147.0% |
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