+1.9%
PLD vs URA
+33.1%
-31.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.2% | -3.4% | +1.8% |
| 7D | +0.7% | +4.3% | -3.6% | 0.0% |
| 30D | +0.8% | -11.7% | +12.5% | +2.7% |
| 3M | -6.1% | -23.5% | +17.4% | -2.3% |
| 6M | -8.0% | -37.8% | +29.8% | -1.4% |
| YTD | +4.7% | -19.6% | +24.3% | +5.7% |
| 1Y | +7.2% | -24.8% | +32.0% | +9.3% |
| 3Y | +39.2% | +47.0% | -7.7% | +16.0% |
| 5Y | +1.9% | +35.4% | -33.5% | -18.0% |
| All | +1.9% | +33.1% | -31.2% | -18.0% |
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