-83.7%
FIG vs PLD
+22.9%
-106.6%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.2% | +3.2% | +2.0% |
| 7D | -13.1% | -0.8% | -12.3% | -12.9% |
| 30D | -13.0% | -0.3% | -12.7% | -12.9% |
| 3M | -21.5% | -8.0% | -13.5% | -21.7% |
| 6M | -2.5% | -9.8% | +7.3% | -3.4% |
| YTD | -49.7% | +1.8% | -51.4% | -50.5% |
| 1Y | -59.1% | +5.6% | -64.7% | -60.1% |
| All | -83.7% | +22.9% | -106.6% | -82.7% |
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