-20.0%
UNH vs PLD
+36.4%
-56.4%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | +3.4% | +1.3% | +2.0% | +3.2% |
| 30D | +3.0% | -1.4% | +4.4% | +3.1% |
| 3M | +2.7% | -8.2% | +10.9% | +3.7% |
| 6M | +2.8% | -8.0% | +10.8% | +3.7% |
| YTD | +25.9% | +3.2% | +22.7% | +25.5% |
| 1Y | +25.8% | +7.0% | +18.8% | +25.0% |
| 3Y | -20.0% | +38.3% | -58.3% | -20.6% |
| All | -20.0% | +36.4% | -56.4% | -20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling