+18.7%
PLD vs FCUV
-99.9%
+118.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -65.2% | +66.1% | +1.0% |
| 7D | -0.9% | -47.9% | +47.1% | -0.8% |
| 30D | -1.2% | +13.7% | -14.9% | -1.5% |
| 3M | -2.3% | +97.0% | -99.3% | -4.0% |
| 6M | +4.5% | -66.1% | +70.6% | +4.9% |
| YTD | +10.1% | -81.8% | +91.9% | +11.7% |
| 1Y | +25.9% | -93.3% | +119.2% | +29.9% |
| 3Y | +24.4% | -99.2% | +123.6% | +31.8% |
| All | +18.7% | -99.9% | +118.6% | +32.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling