+9.3%
PLD vs W
+21.5%
-12.2%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +11.0% | -9.2% | +1.5% |
| 7D | +4.9% | +8.4% | -3.5% | +4.6% |
| 30D | +2.6% | +16.5% | -14.0% | +2.1% |
| 3M | -4.8% | +6.4% | -11.2% | -5.0% |
| 6M | -3.9% | +90.5% | -94.4% | -7.4% |
| YTD | +5.3% | +23.1% | -17.7% | +2.6% |
| 1Y | +9.3% | +24.3% | -15.0% | +6.3% |
| All | +9.3% | +21.5% | -12.2% | +6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside W.
Daily Out/Under-Performance
Portfolio return minus W return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × W 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 1y: compounded portfolio wealth divided by compounded W 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…
1y analysis · Full analysis span regression · 6 months rolling