+25.9%
PLD vs FIS
-40.6%
+66.5%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.9% | +6.7% | +1.3% |
| 7D | -0.9% | -3.5% | +2.6% | -0.6% |
| 30D | -1.2% | -7.8% | +6.6% | -0.6% |
| 3M | -2.3% | +0.8% | -3.1% | -2.4% |
| 6M | +4.5% | -21.9% | +26.4% | +6.3% |
| YTD | +10.1% | -39.5% | +49.6% | +17.2% |
| 1Y | +25.9% | -41.0% | +66.9% | +34.7% |
| All | +25.9% | -40.6% | +66.5% | +34.7% |
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