+1.9%
PLD vs FISV
-36.4%
+38.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +2.6% |
| 7D | +0.7% | +22.3% | -21.6% | -3.7% |
| 30D | +0.8% | +39.2% | -38.4% | -6.3% |
| 3M | -6.1% | +21.2% | -27.3% | -10.3% |
| 6M | -8.0% | +14.5% | -22.5% | -11.6% |
| YTD | +4.7% | -5.4% | +10.1% | +4.7% |
| 1Y | +7.2% | -0.3% | +7.5% | +5.7% |
| 3Y | +39.2% | -46.8% | +86.0% | +33.7% |
| 5Y | +1.9% | -36.2% | +38.1% | -14.5% |
| All | +1.9% | -36.4% | +38.3% | -14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling