+417.4%
PLD vs UAL
+242.1%
+175.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.5% | -3.2% | -1.3% |
| 7D | -2.4% | +0.7% | -3.1% | -2.6% |
| 30D | -2.4% | -16.1% | +13.7% | +1.7% |
| 3M | -3.8% | +6.1% | -9.9% | -6.0% |
| 6M | 0.0% | +10.8% | -10.8% | -4.0% |
| YTD | +9.2% | -0.4% | +9.6% | +6.9% |
| 1Y | +25.9% | +5.0% | +20.9% | +20.9% |
| 3Y | +21.3% | +124.0% | -102.7% | -8.5% |
| 5Y | +14.1% | +141.0% | -126.8% | -19.5% |
| 10Y | +237.9% | +118.0% | +119.9% | +102.9% |
| All | +417.4% | +242.1% | +175.3% | +63.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling