+65.0%
UBER vs PLD
+109.6%
-44.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | +0.3% |
| 7D | +5.1% | -0.8% | +5.9% | +5.6% |
| 30D | +0.2% | -0.3% | +0.5% | +0.2% |
| 3M | -2.7% | -8.0% | +5.4% | +1.1% |
| 6M | -13.4% | -9.8% | -3.6% | -9.7% |
| YTD | -16.1% | +1.8% | -17.8% | -18.0% |
| 1Y | -25.5% | +5.6% | -31.1% | -28.7% |
| 3Y | +42.5% | +33.3% | +9.2% | +17.2% |
| 5Y | +45.3% | +0.3% | +45.1% | +36.3% |
| All | +65.0% | +109.6% | -44.6% | -6.0% |
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 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