-0.7%
PLD vs URA
+33.4%
-34.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -1.9% |
| 7D | -0.8% | -4.1% | +3.3% | -0.2% |
| 30D | -0.3% | -19.0% | +18.7% | +3.0% |
| 3M | -8.0% | -25.1% | +17.1% | -4.0% |
| 6M | -9.8% | -44.5% | +34.7% | -1.4% |
| YTD | +1.8% | -24.3% | +26.1% | +3.8% |
| 1Y | +5.6% | -28.1% | +33.7% | +8.5% |
| 3Y | +33.3% | +40.7% | -7.4% | +11.6% |
| All | -0.7% | +33.4% | -34.0% | -19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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