+249.9%
PLD vs FCUV
-98.6%
+348.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -7.0% | +5.0% | -2.0% |
| 7D | -0.7% | -63.8% | +63.1% | -0.5% |
| 30D | -2.2% | -14.7% | +12.4% | -2.4% |
| 3M | -7.4% | +65.3% | -72.7% | -8.8% |
| 6M | +1.9% | -68.5% | +70.4% | +0.8% |
| YTD | +7.9% | -83.0% | +90.9% | +7.0% |
| 1Y | +25.1% | -94.4% | +119.5% | +24.6% |
| 3Y | +21.9% | -99.3% | +121.2% | +21.3% |
| 5Y | +16.3% | -99.9% | +116.2% | +16.1% |
| 10Y | +249.9% | -98.6% | +348.5% | +236.6% |
| All | +249.9% | -98.6% | +348.5% | +236.6% |
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