+272.2%
PLD vs URI
+1,246.1%
-973.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.2% | -4.2% | -1.1% |
| 7D | -1.0% | +2.6% | -3.6% | -1.7% |
| 30D | -1.8% | +9.1% | -10.9% | -4.1% |
| 3M | -6.0% | +1.0% | -7.0% | -6.7% |
| 6M | -8.4% | +23.3% | -31.7% | -13.9% |
| YTD | +4.2% | +43.3% | -39.1% | -7.3% |
| 1Y | +6.2% | +35.9% | -29.7% | -4.3% |
| 3Y | +37.0% | +158.6% | -121.7% | +2.5% |
| 5Y | +1.2% | +213.1% | -211.9% | -29.6% |
| 10Y | +272.2% | +1,213.1% | -940.9% | +96.1% |
| All | +272.2% | +1,246.1% | -973.9% | +96.1% |
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