+26.9%
UNH vs PLD
+7.3%
+19.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.8% | -1.9% | +0.5% |
| 7D | -0.7% | +0.7% | -1.4% | -0.8% |
| 30D | +4.8% | +0.8% | +4.0% | +4.5% |
| 3M | -1.7% | -6.1% | +4.4% | -0.9% |
| 6M | +5.9% | -8.0% | +13.9% | +7.2% |
| YTD | +22.8% | +4.7% | +18.2% | +26.2% |
| All | +26.9% | +7.3% | +19.6% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling