+1.5%
PLD vs URI
+178.2%
-176.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.1% | +5.0% | -0.1% |
| 7D | +0.4% | -12.9% | +13.3% | +4.4% |
| 30D | -0.1% | -3.4% | +3.3% | +0.7% |
| 3M | -7.9% | -10.0% | +2.1% | -5.5% |
| 6M | -7.0% | +12.2% | -19.1% | -11.3% |
| YTD | +3.1% | +29.8% | -26.7% | -8.3% |
| 1Y | +7.1% | +24.6% | -17.5% | -3.5% |
| 3Y | +32.9% | +137.6% | -104.7% | -9.0% |
| 5Y | +1.5% | +176.6% | -175.1% | -37.9% |
| All | +1.5% | +178.2% | -176.7% | -37.9% |
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