+39.2%
PLD vs FISV
-46.9%
+86.1%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.7% |
| 7D | +0.7% | +22.3% | -21.6% | -1.6% |
| 30D | +0.8% | +39.2% | -38.4% | -2.9% |
| 3M | -6.1% | +21.2% | -27.3% | -8.3% |
| 6M | -8.0% | +14.5% | -22.5% | -9.8% |
| YTD | +4.7% | -5.4% | +10.1% | +4.7% |
| 1Y | +7.2% | -0.3% | +7.5% | +6.5% |
| 3Y | +39.2% | -46.8% | +86.0% | +23.1% |
| All | +39.2% | -46.9% | +86.1% | +23.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling