+231.0%
UNH vs PLD
+248.8%
-17.8%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | -0.1% |
| 7D | -0.7% | +0.7% | -1.4% | -0.9% |
| 30D | +4.8% | +0.8% | +4.0% | +4.4% |
| 3M | -1.7% | -6.1% | +4.4% | +0.3% |
| 6M | +5.9% | -8.0% | +13.9% | +8.7% |
| YTD | +22.8% | +4.7% | +18.2% | +19.7% |
| 1Y | +25.9% | +7.2% | +18.7% | +21.7% |
| 3Y | -21.4% | +39.2% | -60.7% | -34.0% |
| 5Y | -6.3% | +1.9% | -8.2% | -12.0% |
| 10Y | +231.0% | +256.8% | -25.8% | +87.6% |
| All | +231.0% | +248.8% | -17.8% | +87.6% |
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