+249.9%
PLD vs UUUU
+524.5%
-274.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -2.0% |
| 7D | -0.7% | +1.8% | -2.5% | -0.8% |
| 30D | -2.2% | +1.8% | -4.1% | -2.5% |
| 3M | -7.4% | +1.3% | -8.6% | -7.9% |
| 6M | +1.9% | -26.8% | +28.7% | +3.2% |
| YTD | +7.9% | +0.1% | +7.8% | +5.4% |
| 1Y | +25.1% | +11.2% | +13.8% | +19.3% |
| 3Y | +21.9% | +97.7% | -75.8% | +6.1% |
| 5Y | +16.3% | +127.3% | -111.0% | -3.6% |
| 10Y | +249.9% | +532.6% | -282.7% | +138.3% |
| All | +249.9% | +524.5% | -274.6% | +138.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 10y: compounded portfolio wealth divided by compounded UUUU 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…
10y analysis · Full analysis span regression · 6 months rolling