+341.8%
PLD vs FCUV
-97.9%
+439.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.9% | +1.6% | -1.2% |
| 7D | -0.8% | -13.0% | +12.2% | -0.8% |
| 30D | -0.3% | -36.9% | +36.6% | -0.2% |
| 3M | -8.0% | -65.3% | +57.3% | -8.0% |
| 6M | -9.8% | -32.9% | +23.1% | -10.6% |
| YTD | +1.8% | -91.2% | +93.0% | +1.3% |
| 1Y | +5.6% | -98.2% | +103.8% | +5.7% |
| 3Y | +33.3% | -99.6% | +132.9% | +32.9% |
| 5Y | +0.3% | -99.9% | +100.1% | +0.2% |
| 10Y | +241.6% | -99.3% | +340.9% | +236.1% |
| All | +341.8% | -97.9% | +439.7% | +340.5% |
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