+1,543.9%
PLD vs URI
+7,377.6%
-5,833.7%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -7.1% | +5.0% | -0.2% |
| 7D | +0.4% | -12.9% | +13.3% | +4.1% |
| 30D | -0.1% | -3.4% | +3.3% | +0.6% |
| 3M | -7.9% | -10.0% | +2.1% | -5.7% |
| 6M | -7.0% | +12.2% | -19.1% | -10.8% |
| YTD | +3.1% | +29.8% | -26.7% | -6.7% |
| 1Y | +7.1% | +24.6% | -17.5% | -2.0% |
| 3Y | +32.9% | +137.6% | -104.7% | -0.3% |
| 5Y | +1.5% | +176.6% | -175.1% | -28.6% |
| 10Y | +245.9% | +1,402.6% | -1,156.7% | +34.8% |
| All | +1,543.9% | +7,377.6% | -5,833.7% | +181.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling