+256.9%
PLD vs FCUV
-99.3%
+356.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.6% | +0.5% | -1.1% |
| 7D | 0.0% | +2.4% | -2.4% | 0.0% |
| 30D | -3.7% | -25.9% | +22.2% | -3.7% |
| 3M | -7.9% | -44.8% | +36.8% | -7.9% |
| 6M | -9.2% | -3.5% | -5.7% | -10.5% |
| YTD | +3.1% | -90.7% | +93.8% | +2.4% |
| 1Y | +6.2% | -97.9% | +104.1% | +6.2% |
| 3Y | +35.4% | -99.5% | +135.0% | +34.9% |
| 5Y | +0.1% | -99.9% | +100.0% | 0.0% |
| All | +256.9% | -99.3% | +356.1% | +244.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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