+1,621.7%
PLD vs FDX
+1,392.6%
+229.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.5% | 0.0% |
| 7D | -0.8% | -1.6% | +0.8% | -0.1% |
| 30D | -0.3% | +6.6% | -6.9% | -3.2% |
| 3M | -8.0% | -2.1% | -6.0% | -7.5% |
| 6M | -9.8% | +2.2% | -12.0% | -11.5% |
| YTD | +1.8% | +33.9% | -32.2% | -12.3% |
| 1Y | +5.6% | +50.2% | -44.6% | -13.9% |
| 3Y | +33.3% | +65.5% | -32.3% | +0.7% |
| 5Y | +0.3% | +74.1% | -73.8% | -29.5% |
| 10Y | +241.6% | +156.7% | +84.9% | +76.1% |
| All | +1,621.7% | +1,392.6% | +229.2% | +448.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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