-0.7%
PLD vs UL
+31.0%
-31.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.4% |
| 7D | -0.8% | +1.1% | -1.9% | -1.2% |
| 30D | -0.3% | +8.2% | -8.5% | -2.9% |
| 3M | -8.0% | +4.5% | -12.6% | -9.5% |
| 6M | -9.8% | +12.6% | -22.4% | -13.7% |
| YTD | +1.8% | +3.5% | -1.7% | -0.1% |
| 1Y | +5.6% | -0.4% | +6.0% | +5.0% |
| 3Y | +33.3% | +36.0% | -2.7% | +17.9% |
| All | -0.7% | +31.0% | -31.6% | -15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling