+235.8%
PLD vs FE
+108.3%
+127.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -2.0% | -2.1% |
| 7D | +0.4% | +0.6% | -0.2% | +0.1% |
| 30D | -0.1% | +6.4% | -6.5% | -3.2% |
| 3M | -7.9% | -0.5% | -7.5% | -7.8% |
| 6M | -7.0% | +4.7% | -11.7% | -9.3% |
| YTD | +3.1% | +8.4% | -5.3% | -1.6% |
| 1Y | +7.1% | +7.2% | -0.1% | +2.7% |
| 3Y | +32.9% | +44.9% | -12.0% | +7.7% |
| 5Y | +1.5% | +46.3% | -44.7% | -18.2% |
| All | +235.8% | +108.3% | +127.5% | +142.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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