+231.7%
PLD vs W
+238.4%
-6.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | W | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -1.0% |
| 7D | -0.8% | -3.6% | +2.8% | -0.4% |
| 30D | -0.3% | +7.0% | -7.2% | -1.3% |
| 3M | -8.0% | +7.4% | -15.4% | -9.2% |
| 6M | -9.8% | +69.3% | -79.1% | -17.6% |
| YTD | +1.8% | +11.3% | -9.5% | -2.6% |
| 1Y | +5.6% | +13.2% | -7.6% | +0.5% |
| 3Y | +33.3% | +142.0% | -108.8% | +7.8% |
| 5Y | +0.3% | -54.6% | +54.9% | -10.4% |
| All | +231.7% | +238.4% | -6.7% | +137.9% |
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