+257.2%
PLD vs FIX
+3,564.5%
-3,307.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.4% |
| 7D | +1.3% | +9.4% | -8.1% | -0.5% |
| 30D | -1.4% | -27.8% | +26.4% | +4.2% |
| 3M | -8.2% | -35.6% | +27.4% | -1.1% |
| 6M | -8.0% | -45.2% | +37.2% | +1.3% |
| YTD | +3.2% | +19.5% | -16.3% | -6.0% |
| 1Y | +7.0% | +24.2% | -17.2% | -3.7% |
| 3Y | +38.3% | +494.2% | -455.9% | -25.1% |
| 5Y | +0.2% | +1,036.1% | -1,036.0% | -56.5% |
| All | +257.2% | +3,564.5% | -3,307.3% | +7.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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