-84.0%
FIG vs PLD
+24.5%
-108.5%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | -2.1% | -14.5% | -16.6% |
| 7D | -17.4% | +0.4% | -17.8% | -17.2% |
| 30D | -15.9% | -0.1% | -15.8% | -15.9% |
| 3M | -34.5% | -7.9% | -26.5% | -34.7% |
| 6M | -5.0% | -7.0% | +1.9% | -6.1% |
| YTD | -50.7% | +3.1% | -53.7% | -51.5% |
| 1Y | -58.1% | +7.1% | -65.2% | -59.2% |
| All | -84.0% | +24.5% | -108.5% | -83.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling