+5.6%
PLD vs UL
-0.5%
+6.1%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.6% |
| 7D | -0.8% | +1.1% | -1.9% | -1.1% |
| 30D | -0.3% | +8.2% | -8.5% | -2.3% |
| 3M | -8.0% | +4.5% | -12.6% | -9.1% |
| 6M | -9.8% | +12.6% | -22.4% | -13.0% |
| YTD | +1.8% | +3.5% | -1.7% | +0.7% |
| 1Y | +5.6% | -0.4% | +6.0% | +6.2% |
| All | +5.6% | -0.5% | +6.1% | +6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 1y: compounded portfolio wealth divided by compounded UL 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…
1y analysis · Full analysis span regression · 6 months rolling