+6.2%
PLD vs ULTA
+23.6%
-17.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -1.0% |
| 7D | 0.0% | +0.2% | -0.2% | 0.0% |
| 30D | -3.7% | +12.4% | -16.2% | -5.1% |
| 3M | -7.9% | +22.4% | -30.3% | -10.2% |
| 6M | -9.2% | +28.9% | -38.1% | -12.2% |
| YTD | +3.1% | +7.6% | -4.5% | +1.7% |
| 1Y | +6.2% | +21.6% | -15.4% | +4.0% |
| All | +6.2% | +23.6% | -17.4% | +4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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