+15.5%
PLD vs UUUU
+118.2%
-102.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.8% |
| 7D | -0.9% | +2.8% | -3.7% | -1.1% |
| 30D | -1.2% | +3.4% | -4.6% | -1.5% |
| 3M | -2.3% | -3.9% | +1.6% | -2.4% |
| 6M | +4.5% | -23.2% | +27.7% | +5.5% |
| YTD | +10.1% | +0.6% | +9.6% | +7.3% |
| 1Y | +25.9% | +22.9% | +3.0% | +18.2% |
| 3Y | +24.4% | +98.6% | -74.2% | +5.4% |
| 5Y | +15.5% | +130.2% | -114.8% | -7.3% |
| All | +15.5% | +118.2% | -102.8% | -7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling