+323.0%
PLD vs UUUU
-96.3%
+419.3%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.8% | +7.5% | +0.2% |
| 7D | +0.8% | -6.9% | +7.7% | +1.2% |
| 30D | +0.5% | -32.3% | +32.8% | +3.0% |
| 3M | -5.5% | -52.8% | +47.3% | -0.9% |
| 6M | -8.3% | -68.5% | +60.1% | -1.7% |
| YTD | +4.3% | -53.6% | +57.9% | +7.5% |
| 1Y | +7.4% | -59.1% | +66.6% | +11.3% |
| 3Y | +37.1% | -14.7% | +51.7% | +29.9% |
| 5Y | +1.3% | -35.4% | +36.8% | -4.6% |
| 10Y | +267.4% | +378.0% | -110.6% | +177.1% |
| All | +323.0% | -96.3% | +419.3% | +213.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling