+43.7%
UPS vs PLD
+254.7%
-211.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.2% |
| 7D | +1.7% | +0.8% | +0.9% | +1.4% |
| 30D | +17.4% | +0.5% | +17.0% | +17.1% |
| 3M | +7.7% | -5.5% | +13.2% | +10.4% |
| 6M | +13.8% | -8.3% | +22.2% | +18.1% |
| YTD | +17.3% | +4.3% | +13.0% | +14.6% |
| 1Y | +27.2% | +7.4% | +19.7% | +22.6% |
| 3Y | -5.6% | +37.1% | -42.7% | -20.0% |
| 5Y | -33.5% | +1.3% | -34.9% | -37.1% |
| 10Y | +43.7% | +267.4% | -223.7% | -16.0% |
| All | +43.7% | +254.7% | -211.0% | -16.0% |
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