+14.6%
PLD vs FRSH
-70.7%
+85.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.9% | -6.0% | -1.8% |
| 7D | 0.0% | -0.2% | +0.2% | 0.0% |
| 30D | -3.7% | -8.8% | +5.1% | -2.8% |
| 3M | -7.9% | +8.8% | -16.7% | -9.4% |
| 6M | -9.2% | +49.1% | -58.3% | -14.9% |
| YTD | +3.1% | +3.4% | -0.4% | +0.9% |
| 1Y | +6.2% | +8.8% | -2.6% | +3.0% |
| 3Y | +35.4% | -27.4% | +62.8% | +36.5% |
| 5Y | +0.1% | -66.4% | +66.5% | -2.6% |
| All | +14.6% | -70.7% | +85.3% | +12.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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