+343.1%
PLD vs UUUU
-92.0%
+435.1%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -0.8% |
| 7D | -2.4% | -1.4% | -1.0% | -2.3% |
| 30D | -2.4% | +16.3% | -18.7% | -3.6% |
| 3M | -3.8% | -16.7% | +12.9% | -3.1% |
| 6M | 0.0% | -33.7% | +33.7% | +1.8% |
| YTD | +9.2% | -0.5% | +9.7% | +7.2% |
| 1Y | +25.9% | +28.9% | -2.9% | +19.8% |
| 3Y | +21.3% | +99.9% | -78.6% | +8.5% |
| 5Y | +14.1% | +135.3% | -121.2% | -1.9% |
| 10Y | +237.9% | +518.4% | -280.5% | +149.7% |
| All | +343.1% | -92.0% | +435.1% | +212.4% |
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