+15.2%
PLD vs FND
-60.2%
+75.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.7% | -2.5% | -1.2% |
| 7D | -2.4% | -5.2% | +2.8% | -1.0% |
| 30D | -2.4% | -19.9% | +17.4% | +3.5% |
| 3M | -3.8% | +2.7% | -6.5% | -5.9% |
| 6M | 0.0% | -21.7% | +21.7% | +5.2% |
| YTD | +9.2% | -17.5% | +26.7% | +12.4% |
| 1Y | +25.9% | -39.3% | +65.2% | +41.4% |
| 3Y | +21.3% | -49.8% | +71.1% | +38.6% |
| All | +15.2% | -60.2% | +75.4% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling