+226.6%
PLD vs FND
+58.4%
+168.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.6% | +5.4% | +2.0% |
| 7D | -0.9% | +0.4% | -1.2% | -1.0% |
| 30D | -1.2% | -23.6% | +22.4% | +5.3% |
| 3M | -2.3% | +4.3% | -6.6% | -4.5% |
| 6M | +4.5% | -20.3% | +24.8% | +8.6% |
| YTD | +10.1% | -21.3% | +31.4% | +14.3% |
| 1Y | +25.9% | -45.4% | +71.3% | +42.7% |
| 3Y | +24.4% | -48.9% | +73.3% | +39.4% |
| 5Y | +15.5% | -61.0% | +76.5% | +31.4% |
| All | +226.6% | +58.4% | +168.2% | +185.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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