+267.4%
PLD vs FISV
+25.6%
+241.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | +0.8% | +8.4% | -7.6% | -1.8% |
| 30D | +0.5% | +38.8% | -38.3% | -10.1% |
| 3M | -5.5% | +21.3% | -26.8% | -12.0% |
| 6M | -8.3% | +14.1% | -22.5% | -13.8% |
| YTD | +4.3% | -5.7% | +10.0% | +3.8% |
| 1Y | +7.4% | -0.8% | +8.2% | +4.8% |
| 3Y | +37.1% | -47.9% | +84.9% | +46.2% |
| 5Y | +1.3% | -36.8% | +38.2% | -4.0% |
| 10Y | +267.4% | +26.9% | +240.5% | +167.7% |
| All | +267.4% | +25.6% | +241.8% | +167.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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