+256.9%
PLD vs FE
+123.7%
+133.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.1% |
| 7D | 0.0% | -0.3% | +0.3% | +0.2% |
| 30D | -3.7% | +3.9% | -7.6% | -5.6% |
| 3M | -7.9% | -0.1% | -7.8% | -8.0% |
| 6M | -9.2% | +6.1% | -15.3% | -12.1% |
| YTD | +3.1% | +8.1% | -5.0% | -1.4% |
| 1Y | +6.2% | +4.4% | +1.8% | +3.3% |
| 3Y | +35.4% | +49.0% | -13.6% | +8.3% |
| 5Y | +0.1% | +46.1% | -46.0% | -19.2% |
| All | +256.9% | +123.7% | +133.2% | +148.4% |
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