+201.8%
PLD vs FND
+69.4%
+132.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -0.8% | +7.7% | -8.5% | -2.7% |
| 30D | -0.3% | +11.9% | -12.1% | -3.3% |
| 3M | -8.0% | -14.6% | +6.5% | -5.0% |
| 6M | -9.8% | +0.5% | -10.3% | -11.5% |
| YTD | +1.8% | -15.8% | +17.6% | +3.4% |
| 1Y | +5.6% | -12.9% | +18.5% | +6.1% |
| 3Y | +33.3% | -34.2% | +67.4% | +40.0% |
| 5Y | +0.3% | -61.6% | +61.8% | +13.9% |
| All | +201.8% | +69.4% | +132.4% | +158.4% |
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