+272.2%
PLD vs FDS
+132.8%
+139.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.7% | -2.8% | -1.0% |
| 7D | -1.0% | -2.1% | +1.1% | -0.3% |
| 30D | -1.8% | +16.0% | -17.8% | -7.2% |
| 3M | -6.0% | +18.8% | -24.8% | -12.7% |
| 6M | -8.4% | +54.1% | -62.5% | -24.7% |
| YTD | +4.2% | +17.0% | -12.8% | -5.3% |
| 1Y | +6.2% | +25.5% | -19.3% | -7.2% |
| 3Y | +37.0% | -23.3% | +60.3% | +49.6% |
| 5Y | +1.2% | -22.6% | +23.8% | +8.7% |
| 10Y | +272.2% | +130.2% | +142.0% | +159.2% |
| All | +272.2% | +132.8% | +139.4% | +159.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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