+1,747.8%
PLD vs FISV
+1,358.3%
+389.5%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.5% | -1.2% | -0.9% |
| 7D | -2.4% | -0.3% | -2.0% | -2.3% |
| 30D | -2.4% | -2.1% | -0.4% | -2.0% |
| 3M | -3.8% | -5.7% | +2.0% | -2.7% |
| 6M | 0.0% | -15.3% | +15.4% | +4.1% |
| YTD | +9.2% | -21.1% | +30.3% | +15.9% |
| 1Y | +25.9% | -61.1% | +87.0% | +61.4% |
| 3Y | +21.3% | -56.8% | +78.1% | +44.5% |
| 5Y | +14.1% | -54.2% | +68.3% | +31.2% |
| 10Y | +237.9% | +1.6% | +236.3% | +187.2% |
| All | +1,747.8% | +1,358.3% | +389.5% | +856.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling