+40.6%
UNP vs PLD
+1.3%
+39.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.5% | +0.5% |
| 7D | -2.1% | -1.0% | -1.1% | -1.6% |
| 30D | +7.3% | -1.8% | +9.1% | +8.0% |
| 3M | +3.6% | -6.0% | +9.7% | +6.2% |
| 6M | +15.8% | -8.4% | +24.2% | +19.6% |
| YTD | +32.6% | +4.2% | +28.3% | +29.6% |
| 1Y | +37.2% | +6.2% | +31.0% | +33.1% |
| 3Y | +52.6% | +37.0% | +15.6% | +30.8% |
| 5Y | +40.6% | +1.2% | +39.4% | +25.9% |
| All | +40.6% | +1.3% | +39.3% | +25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling