+249.9%
PLD vs FISV
-4.3%
+254.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.3% | +2.3% | -0.6% |
| 7D | -0.7% | -6.4% | +5.7% | +1.5% |
| 30D | -2.2% | -6.8% | +4.6% | -0.2% |
| 3M | -7.4% | -10.0% | +2.6% | -5.0% |
| 6M | +1.9% | -20.6% | +22.5% | +8.4% |
| YTD | +7.9% | -27.6% | +35.5% | +17.8% |
| 1Y | +25.1% | -64.3% | +89.4% | +67.3% |
| 3Y | +21.9% | -60.0% | +81.9% | +42.8% |
| 5Y | +16.3% | -57.7% | +74.0% | +29.1% |
| 10Y | +249.9% | -3.0% | +252.8% | +159.1% |
| All | +249.9% | -4.3% | +254.2% | +159.1% |
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