+272.2%
PLD vs UUUU
+391.5%
-119.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.8% | -2.9% | -0.3% |
| 7D | -1.0% | -3.5% | +2.5% | -0.8% |
| 30D | -1.8% | -28.3% | +26.4% | +0.5% |
| 3M | -6.0% | -53.1% | +47.1% | -0.9% |
| 6M | -8.4% | -68.6% | +60.2% | -0.9% |
| YTD | +4.2% | -52.3% | +56.6% | +7.3% |
| 1Y | +6.2% | -55.8% | +62.0% | +9.6% |
| 3Y | +37.0% | -12.3% | +49.3% | +26.5% |
| 5Y | +1.2% | -36.9% | +38.1% | -7.5% |
| 10Y | +272.2% | +388.0% | -115.8% | +168.7% |
| All | +272.2% | +391.5% | -119.3% | +168.7% |
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