+374.2%
PLD vs FCUV
-87.2%
+461.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -13.7% | +12.9% | -0.7% |
| 7D | -2.4% | +62.8% | -65.2% | -2.5% |
| 30D | -2.4% | +66.5% | -68.9% | -2.6% |
| 3M | -3.8% | +459.9% | -463.7% | -5.1% |
| 6M | 0.0% | -12.4% | +12.4% | -0.9% |
| YTD | +9.2% | -47.5% | +56.8% | +8.4% |
| 1Y | +25.9% | -80.5% | +106.4% | +25.3% |
| 3Y | +21.3% | -97.6% | +118.9% | +20.6% |
| 5Y | +14.1% | -99.5% | +113.7% | +13.8% |
| 10Y | +237.9% | -95.8% | +333.6% | +231.4% |
| All | +374.2% | -87.2% | +461.5% | +371.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling