+236.9%
PLD vs FN
+900.0%
-663.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.1% | -3.9% | -1.2% |
| 7D | -2.4% | -1.7% | -0.7% | -2.2% |
| 30D | -2.4% | -22.0% | +19.6% | +0.5% |
| 3M | -3.8% | -43.0% | +39.2% | +2.7% |
| 6M | 0.0% | -27.7% | +27.8% | +1.5% |
| YTD | +9.2% | -10.5% | +19.8% | +6.1% |
| 1Y | +25.9% | +12.5% | +13.4% | +16.4% |
| 3Y | +21.3% | +153.8% | -132.5% | -10.5% |
| 5Y | +14.1% | +288.0% | -273.9% | -25.7% |
| All | +236.9% | +900.0% | -663.1% | +78.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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