+25.0%
PLD vs UUUU
+4.2%
+20.8%
-10.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | -0.9% |
| 7D | -2.8% | -5.0% | +2.2% | -2.8% |
| 30D | -3.6% | -7.8% | +4.1% | -3.6% |
| 3M | -7.1% | -0.4% | -6.7% | -7.1% |
| 6M | +0.2% | -32.9% | +33.1% | +0.3% |
| YTD | +6.9% | -6.3% | +13.2% | +7.4% |
| 1Y | +25.0% | +7.9% | +17.1% | +31.8% |
| All | +25.0% | +4.2% | +20.8% | +31.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling