-3.9%
PLD vs URI
+18.5%
-22.4%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.4% | +6.1% | +2.0% |
| 7D | +4.9% | -4.3% | +9.2% | +5.1% |
| 30D | +2.6% | +4.6% | -2.0% | +2.2% |
| 3M | -4.8% | -2.1% | -2.7% | -4.9% |
| 6M | -3.9% | +21.9% | -25.8% | -7.3% |
| All | -3.9% | +18.5% | -22.4% | -7.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling