+15.2%
PLD vs FOXA
+89.1%
-73.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.2% |
| 7D | -2.4% | -4.0% | +1.6% | -1.4% |
| 30D | -2.4% | +12.0% | -14.4% | -5.6% |
| 3M | -3.8% | +0.3% | -4.1% | -4.7% |
| 6M | 0.0% | +12.5% | -12.5% | -4.8% |
| YTD | +9.2% | -9.6% | +18.9% | +11.3% |
| 1Y | +25.9% | +8.6% | +17.3% | +20.0% |
| 3Y | +21.3% | +118.5% | -97.2% | -9.9% |
| All | +15.2% | +89.1% | -73.8% | -11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling