+7,712.3%
UNH vs PLD
+1,708.5%
+6,003.7%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.2% | -0.8% |
| 7D | +1.1% | -2.4% | +3.5% | +1.7% |
| 30D | -3.8% | -2.4% | -1.4% | -3.2% |
| 3M | +0.7% | -3.8% | +4.5% | +1.7% |
| 6M | +37.9% | 0.0% | +37.8% | +37.6% |
| YTD | +21.9% | +9.2% | +12.7% | +18.5% |
| 1Y | +31.4% | +25.9% | +5.5% | +22.7% |
| 3Y | -11.4% | +21.3% | -32.7% | -18.3% |
| 5Y | +2.5% | +14.1% | -11.6% | -5.3% |
| 10Y | +242.9% | +237.9% | +5.0% | +135.4% |
| All | +7,712.3% | +1,708.5% | +6,003.7% | +3,221.3% |
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