-0.7%
PLD vs FFIV
+35.3%
-36.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.8% |
| 7D | +1.3% | -0.5% | +1.9% | +1.5% |
| 30D | -1.4% | -32.4% | +31.0% | +8.7% |
| 3M | -8.2% | -25.7% | +17.5% | -1.9% |
| 6M | -8.0% | -13.5% | +5.5% | -7.2% |
| YTD | +3.2% | +21.1% | -18.0% | -8.6% |
| 1Y | +7.0% | +29.4% | -22.4% | -7.6% |
| 3Y | +38.3% | +94.9% | -56.6% | -4.1% |
| All | -0.7% | +35.3% | -36.1% | -25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 5y: compounded portfolio wealth divided by compounded FFIV 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…
5y analysis · Full analysis span regression · 6 months rolling