+15.2%
PLD vs URI
+200.7%
-185.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -1.2% |
| 7D | -2.4% | -2.0% | -0.4% | -1.9% |
| 30D | -2.4% | -12.9% | +10.5% | +1.4% |
| 3M | -3.8% | -6.7% | +2.9% | -2.5% |
| 6M | 0.0% | +19.0% | -19.0% | -6.9% |
| YTD | +9.2% | +25.5% | -16.3% | -1.3% |
| 1Y | +25.9% | +5.5% | +20.4% | +20.5% |
| 3Y | +21.3% | +111.3% | -90.0% | -12.6% |
| All | +15.2% | +200.7% | -185.4% | -31.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling