+1.2%
PLD vs FRSH
-68.9%
+70.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | -0.2% |
| 7D | +0.8% | -16.0% | +16.8% | +3.1% |
| 30D | +0.5% | -14.7% | +15.1% | +2.4% |
| 3M | -5.5% | -0.8% | -4.7% | -5.9% |
| 6M | -8.3% | +34.5% | -42.9% | -13.0% |
| YTD | +4.3% | -3.0% | +7.3% | +3.0% |
| 1Y | +7.4% | +4.9% | +2.6% | +4.6% |
| 3Y | +37.1% | -31.9% | +69.0% | +39.4% |
| All | +1.2% | -68.9% | +70.1% | -1.4% |
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