+82.2%
UBER vs PLD
+124.9%
-42.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.5% | +0.1% |
| 7D | -3.9% | -2.4% | -1.5% | -2.8% |
| 30D | +11.1% | -2.4% | +13.5% | +12.3% |
| 3M | +4.9% | -3.8% | +8.7% | +6.4% |
| 6M | -1.2% | 0.0% | -1.2% | -2.0% |
| YTD | -7.3% | +9.2% | -16.5% | -12.3% |
| 1Y | -17.6% | +25.9% | -43.5% | -27.7% |
| 3Y | +61.1% | +21.3% | +39.8% | +40.0% |
| 5Y | +87.9% | +14.1% | +73.8% | +65.3% |
| All | +82.2% | +124.9% | -42.7% | +0.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling