+62.7%
UBER vs PLD
+21.6%
+41.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.5% | 0.0% |
| 7D | -3.9% | -2.4% | -1.5% | -3.1% |
| 30D | +11.1% | -2.4% | +13.5% | +12.0% |
| 3M | +4.9% | -3.8% | +8.7% | +6.0% |
| 6M | -1.2% | 0.0% | -1.2% | -1.9% |
| YTD | -7.3% | +9.2% | -16.5% | -11.3% |
| 1Y | -17.6% | +25.9% | -43.5% | -26.1% |
| All | +62.7% | +21.6% | +41.1% | +41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 3y: compounded portfolio wealth divided by compounded PLD 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…
3y analysis · Full analysis span regression · 6 months rolling