+214.3%
UNH vs PLD
+268.0%
-53.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.7% | +0.9% |
| 7D | +2.4% | 0.0% | +2.4% | +2.4% |
| 30D | +7.2% | -3.7% | +11.0% | +8.6% |
| 3M | +0.5% | -7.9% | +8.4% | +3.3% |
| 6M | +3.4% | -9.2% | +12.6% | +6.7% |
| YTD | +25.2% | +3.1% | +22.1% | +22.7% |
| 1Y | +22.7% | +6.2% | +16.5% | +18.9% |
| 3Y | -20.3% | +35.4% | -55.7% | -32.3% |
| 5Y | -3.4% | +0.1% | -3.5% | -8.7% |
| All | +214.3% | +268.0% | -53.8% | +78.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling