+20.0%
PLD vs FRSH
-72.4%
+92.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -1.8% |
| 7D | -0.7% | -9.6% | +8.9% | +0.6% |
| 30D | -2.2% | -0.4% | -1.8% | -2.3% |
| 3M | -7.4% | +27.2% | -34.6% | -10.7% |
| 6M | +1.9% | +42.2% | -40.3% | -3.8% |
| YTD | +7.9% | -2.6% | +10.5% | +6.8% |
| 1Y | +25.1% | -10.2% | +35.2% | +25.1% |
| 3Y | +21.9% | -45.5% | +67.4% | +28.2% |
| All | +20.0% | -72.4% | +92.4% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling