+257.2%
PLD vs W
+212.4%
+44.9%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +1.3% | +0.2% | +1.2% | +1.3% |
| 30D | -1.4% | +6.8% | -8.2% | -2.4% |
| 3M | -8.2% | +10.7% | -18.8% | -9.7% |
| 6M | -8.0% | +86.3% | -94.4% | -17.1% |
| YTD | +3.2% | +11.5% | -8.3% | -1.3% |
| 1Y | +7.0% | +5.1% | +1.9% | +3.0% |
| 3Y | +38.3% | +171.0% | -132.7% | +10.1% |
| 5Y | +0.2% | -56.6% | +56.8% | -9.9% |
| All | +257.2% | +212.4% | +44.9% | +136.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling