+3,388.3%
UNP vs PLD
+1,585.1%
+1,803.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.2% | -1.4% | -2.2% |
| 7D | -4.6% | -0.8% | -3.8% | -4.3% |
| 30D | +5.6% | -0.3% | +5.9% | +5.7% |
| 3M | -1.3% | -8.0% | +6.7% | +1.4% |
| 6M | +9.2% | -9.8% | +19.0% | +12.8% |
| YTD | +27.3% | +1.8% | +25.6% | +26.1% |
| 1Y | +35.9% | +5.6% | +30.3% | +32.9% |
| 3Y | +45.5% | +33.3% | +12.2% | +29.9% |
| 5Y | +36.0% | +0.3% | +35.7% | +31.3% |
| 10Y | +307.2% | +241.6% | +65.6% | +159.4% |
| All | +3,388.3% | +1,585.1% | +1,803.2% | +1,071.4% |
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