+5.6%
PLD vs FIS
-54.2%
+59.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -1.2% |
| 7D | -0.8% | -25.5% | +24.7% | -0.5% |
| 30D | -0.3% | -15.1% | +14.8% | -0.7% |
| 3M | -8.0% | -32.1% | +24.1% | -7.2% |
| 6M | -9.8% | -36.1% | +26.3% | -9.3% |
| YTD | +1.8% | -55.4% | +57.2% | +6.6% |
| 1Y | +5.6% | -53.9% | +59.5% | +9.3% |
| All | +5.6% | -54.2% | +59.8% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 1y: compounded portfolio wealth divided by compounded FIS 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…
1y analysis · Full analysis span regression · 6 months rolling