+37.9%
PLD vs USB
+94.5%
-56.6%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.9% | -0.1% | +0.8% |
| 7D | +4.9% | +2.4% | +2.5% | +3.6% |
| 30D | +2.6% | +6.6% | -4.0% | -0.8% |
| 3M | -4.8% | -4.1% | -0.7% | -2.9% |
| 6M | -3.9% | +12.5% | -16.4% | -10.2% |
| YTD | +5.3% | +17.6% | -12.3% | -4.5% |
| 1Y | +9.3% | +36.5% | -27.2% | -9.0% |
| All | +37.9% | +94.5% | -56.6% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 3y: compounded portfolio wealth divided by compounded USB 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…
3y analysis · Full analysis span regression · 6 months rolling