+59.8%
UBER vs PLD
+0.2%
+59.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +1.6% | +1.3% | +0.3% | +1.0% |
| 30D | +0.6% | -1.4% | +1.9% | +1.2% |
| 3M | -8.2% | -8.2% | 0.0% | -4.6% |
| 6M | -6.7% | -8.0% | +1.3% | -3.8% |
| YTD | -14.7% | +3.2% | -17.9% | -17.2% |
| 1Y | -24.1% | +7.0% | -31.1% | -27.8% |
| 3Y | +33.4% | +38.3% | -4.9% | +5.7% |
| All | +59.8% | +0.2% | +59.6% | +45.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling