+27.1%
UPS vs PLD
+7.3%
+19.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.8% | -0.4% | +1.0% |
| 7D | +1.1% | +0.7% | +0.4% | +0.8% |
| 30D | +17.3% | +0.8% | +16.5% | +16.7% |
| 3M | +7.9% | -6.1% | +14.0% | +11.4% |
| 6M | +13.7% | -8.0% | +21.8% | +18.6% |
| YTD | +17.2% | +4.7% | +12.5% | +12.6% |
| All | +27.1% | +7.3% | +19.7% | +18.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling