-0.7%
PLD vs UAL
+109.3%
-109.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.0% | -3.3% | -1.6% |
| 7D | -0.8% | +8.2% | -9.0% | -2.4% |
| 30D | -0.3% | +2.3% | -2.6% | -0.9% |
| 3M | -8.0% | -12.7% | +4.7% | -5.9% |
| 6M | -9.8% | +12.7% | -22.5% | -13.0% |
| YTD | +1.8% | +0.8% | +1.0% | -0.5% |
| 1Y | +5.6% | +17.8% | -12.2% | -0.3% |
| 3Y | +33.3% | +206.7% | -173.4% | -1.8% |
| All | -0.7% | +109.3% | -109.9% | -23.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling