+138.0%
PLD vs FOXA
+90.3%
+47.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.9% | -0.6% | -0.2% | -0.7% |
| 30D | -1.2% | +2.3% | -3.5% | -2.0% |
| 3M | -2.3% | -2.8% | +0.5% | -2.5% |
| 6M | +4.5% | +9.6% | -5.1% | +0.1% |
| YTD | +10.1% | -9.9% | +20.0% | +11.9% |
| 1Y | +25.9% | +5.4% | +20.5% | +21.1% |
| 3Y | +24.4% | +115.3% | -90.8% | -5.6% |
| 5Y | +15.5% | +93.1% | -77.6% | -10.9% |
| All | +138.0% | +90.3% | +47.7% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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