+1,579.8%
PLD vs URI
+7,950.8%
-6,371.0%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.4% | +6.1% | +3.0% |
| 7D | +4.9% | -4.3% | +9.2% | +6.1% |
| 30D | +2.6% | +4.6% | -2.0% | +1.2% |
| 3M | -4.8% | -2.1% | -2.7% | -4.6% |
| 6M | -3.9% | +21.9% | -25.8% | -9.9% |
| YTD | +5.3% | +39.7% | -34.4% | -6.5% |
| 1Y | +9.3% | +32.9% | -23.6% | -1.7% |
| 3Y | +35.8% | +155.8% | -120.0% | -0.1% |
| 5Y | +2.9% | +202.4% | -199.5% | -29.4% |
| 10Y | +253.4% | +1,517.7% | -1,264.3% | +35.1% |
| All | +1,579.8% | +7,950.8% | -6,371.0% | +181.7% |
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