+67.3%
F vs PLD
+268.4%
-201.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.1% | 0.0% | 0.0% |
| 7D | -3.1% | +1.3% | -4.4% | -3.8% |
| 30D | 0.0% | -1.4% | +1.4% | +0.7% |
| 3M | -13.2% | -8.2% | -5.1% | -9.1% |
| 6M | -10.2% | -8.0% | -2.2% | -6.5% |
| YTD | -4.9% | +3.2% | -8.1% | -7.5% |
| 1Y | -6.1% | +7.0% | -13.1% | -10.6% |
| 3Y | +46.0% | +38.3% | +7.7% | +18.3% |
| 5Y | -15.7% | +0.2% | -15.9% | -19.9% |
| All | +67.3% | +268.4% | -201.1% | -5.2% |
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