+7,701.2%
UNH vs PLD
+1,585.1%
+6,116.1%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.1% |
| 7D | -3.2% | -0.8% | -2.4% | -2.9% |
| 30D | +4.8% | -0.3% | +5.1% | +4.8% |
| 3M | -1.8% | -8.0% | +6.2% | +0.3% |
| 6M | +8.6% | -9.8% | +18.4% | +11.4% |
| YTD | +21.8% | +1.8% | +20.0% | +20.4% |
| 1Y | +25.8% | +5.6% | +20.2% | +23.3% |
| 3Y | -21.3% | +33.3% | -54.6% | -29.2% |
| 5Y | -5.3% | +0.3% | -5.6% | -9.5% |
| 10Y | +238.1% | +241.6% | -3.5% | +131.7% |
| All | +7,701.2% | +1,585.1% | +6,116.1% | +3,276.3% |
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 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