+16.3%
PLD vs UVXY
-99.7%
+116.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UVXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.5% | -4.5% | -1.7% |
| 7D | -0.7% | +2.3% | -3.0% | -0.4% |
| 30D | -2.2% | -15.0% | +12.8% | -4.1% |
| 3M | -7.4% | -39.8% | +32.4% | -12.3% |
| 6M | +1.9% | -60.0% | +62.0% | -7.1% |
| YTD | +7.9% | -48.8% | +56.7% | +2.6% |
| 1Y | +25.1% | -67.3% | +92.4% | +14.0% |
| 3Y | +21.9% | -94.8% | +116.7% | +2.9% |
| 5Y | +16.3% | -99.7% | +116.0% | -22.9% |
| All | +16.3% | -99.7% | +116.0% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UVXY.
Daily Out/Under-Performance
Portfolio return minus UVXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UVXY 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 UVXY 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