+240.3%
PLD vs FTI
+304.2%
-64.0%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.9% | +1.1% |
| 7D | -0.9% | -0.2% | -0.7% | -0.8% |
| 30D | -1.2% | +12.3% | -13.5% | -2.9% |
| 3M | -2.3% | +13.8% | -16.1% | -4.3% |
| 6M | +4.5% | +24.3% | -19.8% | +0.8% |
| YTD | +10.1% | +75.8% | -65.6% | +0.9% |
| 1Y | +25.9% | +99.6% | -73.7% | +13.1% |
| 3Y | +24.4% | +278.4% | -254.0% | +0.7% |
| 5Y | +15.5% | +1,168.7% | -1,153.2% | -23.0% |
| 10Y | +240.3% | +297.5% | -57.2% | +118.1% |
| All | +240.3% | +304.2% | -64.0% | +118.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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