-55.8%
FIG vs PLD
+27.5%
-83.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.6% | -4.3% |
| 7D | -16.3% | -2.4% | -13.9% | -16.0% |
| 30D | -14.3% | -2.4% | -11.9% | -14.0% |
| 3M | +7.2% | -3.8% | +10.9% | +6.8% |
| 6M | -18.6% | 0.0% | -18.6% | -20.9% |
| YTD | -35.5% | +9.2% | -44.7% | -40.3% |
| 1Y | -55.8% | +25.9% | -81.7% | -65.5% |
| All | -55.8% | +27.5% | -83.2% | -65.5% |
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