+231.7%
PLD vs URI
+1,374.0%
-1,142.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.4% | -1.5% |
| 7D | -0.8% | -9.8% | +9.0% | +1.6% |
| 30D | -0.3% | +1.7% | -2.0% | -0.8% |
| 3M | -8.0% | -9.1% | +1.0% | -6.3% |
| 6M | -9.8% | +9.9% | -19.7% | -12.7% |
| YTD | +1.8% | +31.2% | -29.4% | -7.1% |
| 1Y | +5.6% | +25.9% | -20.3% | -2.7% |
| 3Y | +33.3% | +147.4% | -114.1% | +2.1% |
| 5Y | +0.3% | +179.7% | -179.5% | -27.2% |
| All | +231.7% | +1,374.0% | -1,142.3% | +107.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling