+1.9%
PLD vs URI
+199.0%
-197.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.9% | -4.1% | +0.8% |
| 7D | +0.7% | -4.0% | +4.7% | +1.7% |
| 30D | +0.8% | +6.8% | -6.0% | -1.3% |
| 3M | -6.1% | -2.8% | -3.3% | -5.8% |
| 6M | -8.0% | +20.9% | -28.9% | -14.2% |
| YTD | +4.7% | +40.2% | -35.6% | -8.9% |
| 1Y | +7.2% | +34.1% | -26.9% | -5.4% |
| 3Y | +39.2% | +164.1% | -124.9% | -7.8% |
| 5Y | +1.9% | +199.3% | -197.4% | -39.2% |
| All | +1.9% | +199.0% | -197.1% | -39.2% |
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 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