+274.7%
UNP vs PLD
+238.1%
+36.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.7% | +0.9% | +0.5% |
| 7D | -5.3% | -2.4% | -3.0% | -4.3% |
| 30D | -1.5% | -2.4% | +0.9% | -0.5% |
| 3M | +10.3% | -3.8% | +14.0% | +11.9% |
| 6M | +9.7% | 0.0% | +9.6% | +9.2% |
| YTD | +27.1% | +9.2% | +17.9% | +21.6% |
| 1Y | +32.6% | +25.9% | +6.7% | +18.8% |
| 3Y | +40.0% | +21.3% | +18.7% | +24.9% |
| 5Y | +50.8% | +14.1% | +36.7% | +34.5% |
| All | +274.7% | +238.1% | +36.6% | +120.2% |
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